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Financial Alternatives, Inc: ESGV position timeline

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

Financial Alternatives, Inc held 5,953 ESGV 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 5,953 shares
    Change vs previous 13F +41 shares

    0.39% of the 13F portfolio, value $787,259.

    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 5,912 shares
    Change vs previous 13F +19 shares

    0.36% of the 13F portfolio, value $663,785.

    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 5,893 shares
    Change vs previous 13F +104 shares

    0.41% of the 13F portfolio, value $712,852.

    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 5,789 shares
    Change vs previous 13F -351 shares

    0.42% of the 13F portfolio, value $685,621.

    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 6,140 shares
    Change vs previous 13F +2,122 shares

    0.44% of the 13F portfolio, value $673,144.

    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 4,018 shares
    Change vs previous 13F +2 shares

    0.28% of the 13F portfolio, value $393,579.

    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 4,016 shares
    Change vs previous 13F +2 shares

    0.3% of the 13F portfolio, value $421,235.

    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).

  8. period ended2024-09-30
    13F 4,014 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $407,996.

    13F-HR 0001085146-24-005795 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).