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Financial Alternatives, Inc: VONG position timeline

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

Financial Alternatives, Inc held 12,225 VONG 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 12,225 shares
    Change vs previous 13F -2,662 shares

    0.77% of the 13F portfolio, value $1,562,482.

    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 14,887 shares
    Change vs previous 13F -692 shares

    0.88% of the 13F portfolio, value $1,632,959.

    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 15,579 shares
    Change vs previous 13F -912 shares

    1.1% of the 13F portfolio, value $1,896,748.

    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 16,491 shares
    Change vs previous 13F -52 shares

    1.2% of the 13F portfolio, value $1,987,170.

    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 16,543 shares
    Change vs previous 13F -1,491 shares

    1.18% of the 13F portfolio, value $1,806,500.

    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 18,034 shares
    Change vs previous 13F -2,279 shares

    1.19% of the 13F portfolio, value $1,673,368.

    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 20,313 shares
    Change vs previous 13F -1,346 shares

    1.48% of the 13F portfolio, value $2,098,325.

    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 21,659 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $2,090,519.

    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).