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Disclosery

Financial Alternatives, Inc: PRFZ position timeline

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

Financial Alternatives, Inc held 6,463 PRFZ 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 6,463 shares
    Change vs previous 13F -100 shares

    0.18% of the 13F portfolio, value $360,442.

    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 6,563 shares
    Change vs previous 13F -130 shares

    0.16% of the 13F portfolio, value $301,045.

    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 6,693 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $307,142.

    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 6,693 shares
    Change vs previous 13F -620 shares

    0.18% of the 13F portfolio, value $303,997.

    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 7,313 shares
    Change vs previous 13F -663 shares

    0.19% of the 13F portfolio, value $297,420.

    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 7,976 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $301,972.

    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 7,976 shares
    Change vs previous 13F -519 shares

    0.23% of the 13F portfolio, value $331,882.

    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 8,495 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $352,968.

    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).