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Financial Alternatives, Inc: VNQ position timeline

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

Financial Alternatives, Inc held 70,071 VNQ 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 70,071 shares
    Change vs previous 13F +1,455 shares

    3.33% of the 13F portfolio, value $6,756,940.

    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 68,616 shares
    Change vs previous 13F +2,686 shares

    3.28% of the 13F portfolio, value $6,086,215.

    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 65,930 shares
    Change vs previous 13F +4,069 shares

    3.39% of the 13F portfolio, value $5,834,169.

    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 61,861 shares
    Change vs previous 13F +973 shares

    3.42% of the 13F portfolio, value $5,655,343.

    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 60,888 shares
    Change vs previous 13F +1,869 shares

    3.53% of the 13F portfolio, value $5,422,683.

    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 59,019 shares
    Change vs previous 13F +1,904 shares

    3.81% of the 13F portfolio, value $5,343,563.

    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 57,115 shares
    Change vs previous 13F +133 shares

    3.59% of the 13F portfolio, value $5,087,831.

    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 56,982 shares
    Change vs previous 13F not available

    3.91% of the 13F portfolio, value $5,551,227.

    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).