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Financial Alternatives, Inc: VNQI position timeline

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

Financial Alternatives, Inc held 107,792 VNQI 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 107,792 shares
    Change vs previous 13F +3,361 shares

    2.38% of the 13F portfolio, value $4,834,465.

    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 104,431 shares
    Change vs previous 13F +5,261 shares

    2.5% of the 13F portfolio, value $4,641,952.

    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 99,170 shares
    Change vs previous 13F +7,285 shares

    2.64% of the 13F portfolio, value $4,545,946.

    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 91,885 shares
    Change vs previous 13F +736 shares

    2.66% of the 13F portfolio, value $4,386,606.

    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 91,149 shares
    Change vs previous 13F +1,682 shares

    2.74% of the 13F portfolio, value $4,206,542.

    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 89,467 shares
    Change vs previous 13F +5,726 shares

    2.58% of the 13F portfolio, value $3,619,849.

    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 83,741 shares
    Change vs previous 13F +1,803 shares

    2.34% of the 13F portfolio, value $3,312,808.

    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 81,938 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $3,843,728.

    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).