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Financial Alternatives, Inc: SPGP position timeline

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

Financial Alternatives, Inc held 12,301 SPGP 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 12,301 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $1,504,290.

    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 12,301 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $1,323,834.

    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 12,301 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $1,400,592.

    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 12,301 shares
    Change vs previous 13F -1,130 shares

    0.85% of the 13F portfolio, value $1,397,640.

    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 13,431 shares
    Change vs previous 13F -19 shares

    0.94% of the 13F portfolio, value $1,446,519.

    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 13,450 shares
    Change vs previous 13F 0 shares

    0.96% of the 13F portfolio, value $1,343,386.

    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 13,450 shares
    Change vs previous 13F 0 shares

    0.99% of the 13F portfolio, value $1,410,636.

    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 13,450 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $1,407,812.

    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).