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Financial Alternatives, Inc: HYG position timeline

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

Financial Alternatives, Inc held 34,825 HYG 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 34,825 shares
    Change vs previous 13F 0 shares

    1.37% of the 13F portfolio, value $2,784,956.

    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 34,825 shares
    Change vs previous 13F -2,503 shares

    1.49% of the 13F portfolio, value $2,770,677.

    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 37,328 shares
    Change vs previous 13F -70 shares

    1.75% of the 13F portfolio, value $3,009,757.

    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 37,398 shares
    Change vs previous 13F -854 shares

    1.84% of the 13F portfolio, value $3,036,344.

    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 38,252 shares
    Change vs previous 13F -248 shares

    2.01% of the 13F portfolio, value $3,085,024.

    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 38,500 shares
    Change vs previous 13F -993 shares

    2.17% of the 13F portfolio, value $3,037,265.

    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 39,493 shares
    Change vs previous 13F -18 shares

    2.19% of the 13F portfolio, value $3,106,125.

    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 39,511 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $3,172,734.

    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).