Skip to content
Disclosery

Financial Alternatives, Inc: EAGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Alternatives, Inc on EAGG, newest first. How the timeline and the estimate are built.

Financial Alternatives, Inc held 14,341 EAGG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,341 shares
    Change vs previous 13F +3,846 shares

    0.34% of the 13F portfolio, value $679,910.

    13F-HR 0001967227-26-000003 filed by Financial Alternatives, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,495 shares
    Change vs previous 13F +307 shares

    0.27% of the 13F portfolio, value $499,038.

    13F-HR 0001967227-26-000002 filed by Financial Alternatives, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,188 shares
    Change vs previous 13F +2,412 shares

    0.28% of the 13F portfolio, value $487,496.

    13F-HR 0001967227-26-000001 filed by Financial Alternatives, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,776 shares
    Change vs previous 13F +61 shares

    0.23% of the 13F portfolio, value $373,482.

    13F-HR 0001967227-25-000005 filed by Financial Alternatives, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,715 shares
    Change vs previous 13F +1,071 shares

    0.24% of the 13F portfolio, value $366,772.

    13F-HR 0001085146-25-004559 filed by Financial Alternatives, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,644 shares
    Change vs previous 13F +446 shares

    0.22% of the 13F portfolio, value $315,458.

    13F-HR 0001085146-25-002567 filed by Financial Alternatives, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,198 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $287,836.

    13F-HR 0001085146-25-001264 filed by Financial Alternatives, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).