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Financial Alternatives, Inc: VWOB position timeline

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

Financial Alternatives, Inc held 252,253 VWOB 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 252,253 shares
    Change vs previous 13F +8,824 shares

    8.36% of the 13F portfolio, value $16,961,513.

    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 243,429 shares
    Change vs previous 13F +22,435 shares

    8.62% of the 13F portfolio, value $15,990,868.

    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 220,994 shares
    Change vs previous 13F +14,934 shares

    8.66% of the 13F portfolio, value $14,901,637.

    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 206,060 shares
    Change vs previous 13F +6,990 shares

    8.35% of the 13F portfolio, value $13,785,404.

    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 199,070 shares
    Change vs previous 13F +5,319 shares

    8.47% of the 13F portfolio, value $13,009,239.

    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 193,751 shares
    Change vs previous 13F +11,799 shares

    8.87% of the 13F portfolio, value $12,438,829.

    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 181,952 shares
    Change vs previous 13F +16,400 shares

    8.1% of the 13F portfolio, value $11,490,283.

    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 165,552 shares
    Change vs previous 13F not available

    7.73% of the 13F portfolio, value $10,987,701.

    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).