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Disclosery

Francis Financial, Inc.: NYF position timeline

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

Francis Financial, Inc. held 28,660 NYF shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,660 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,544,918.

    13F-HR 0001727514-26-000003 filed by Francis Financial, 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 28,660 shares
    Change vs previous 13F -11,373 shares

    0.28% of the 13F portfolio, value $1,522,420.

    13F-HR 0001727514-26-000002 filed by Francis Financial, 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 40,033 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $2,142,166.

    13F-HR 0001727514-26-000001 filed by Francis Financial, 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 40,033 shares
    Change vs previous 13F -5,310 shares

    0.38% of the 13F portfolio, value $2,135,761.

    13F-HR 0001727514-25-000003 filed by Francis Financial, 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 45,343 shares
    Change vs previous 13F -135,782 shares

    0.55% of the 13F portfolio, value $2,364,185.

    13F-HR 0001085146-25-004708 filed by Francis Financial, 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 181,125 shares
    Change vs previous 13F +59,420 shares

    2.32% of the 13F portfolio, value $9,536,232.

    13F-HR 0001085146-25-002986 filed by Francis Financial, 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 121,705 shares
    Change vs previous 13F +15,660 shares

    1.65% of the 13F portfolio, value $6,477,141.

    13F-HR 0001085146-25-001582 filed by Francis Financial, 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 106,045 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $5,761,425.

    13F-HR 0001085146-24-005311 filed by Francis Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).