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Financial Alternatives, Inc: IXUS position timeline

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

Financial Alternatives, Inc held 13,175 IXUS 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 13,175 shares
    Change vs previous 13F -316 shares

    0.62% of the 13F portfolio, value $1,257,422.

    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 13,491 shares
    Change vs previous 13F -331 shares

    0.63% of the 13F portfolio, value $1,168,861.

    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 13,822 shares
    Change vs previous 13F -108 shares

    0.68% of the 13F portfolio, value $1,169,895.

    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 13,930 shares
    Change vs previous 13F -273 shares

    0.7% of the 13F portfolio, value $1,150,340.

    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 14,203 shares
    Change vs previous 13F -204 shares

    0.71% of the 13F portfolio, value $1,098,034.

    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 14,407 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $1,005,753.

    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 14,407 shares
    Change vs previous 13F -301 shares

    0.67% of the 13F portfolio, value $952,879.

    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 14,708 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,068,243.

    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).