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Alpha Financial Advisors, LLC

Position in MDB — MongoDB, Inc.

CIK 1972138 CHARLOTTE, NC

Position in MDB

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$2,015
New position
Shares Held
6
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#828
of 867 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Derivatives in MDB

reported options exposure · as of Jun 30, 2026
CallValue
$335,900
CallShares
1,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

Alpha Financial Advisors, LLC holds $599,745 across 3 Software - Infrastructure names. MDB ranks #3 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 MDB
MongoDB, Inc.
This page
6 $2,015

All Filings in MDB

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $335,900 1,000
2026-06-30 $2,015 6