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Financial Alternatives, Inc: VO position timeline

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

Financial Alternatives, Inc held 9,944 VO 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 9,944 shares
    Change vs previous 13F +7,458 shares

    0.39% of the 13F portfolio, value $801,189.

    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 2,486 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $713,930.

    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 2,486 shares
    Change vs previous 13F +376 shares

    0.42% of the 13F portfolio, value $721,487.

    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 2,110 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $619,792.

    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 2,110 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $590,442.

    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 2,110 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $545,689.

    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 2,110 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $557,315.

    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 2,110 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $556,682.

    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).