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Disclosery

FINANCIAL CONSULATE, INC: CWI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FINANCIAL CONSULATE, INC on CWI, newest first. How the timeline and the estimate are built.

FINANCIAL CONSULATE, INC held 29,657 CWI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,657 shares
    Change vs previous 13F +44 shares

    0.13% of the 13F portfolio, value $1,206,137.

    13F-HR 0001624510-26-000004 filed by FINANCIAL CONSULATE, 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 29,613 shares
    Change vs previous 13F -484 shares

    0.14% of the 13F portfolio, value $1,083,523.

    13F-HR 0001624510-26-000003 filed by FINANCIAL CONSULATE, 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 30,097 shares
    Change vs previous 13F -74 shares

    0.15% of the 13F portfolio, value $1,081,068.

    13F-HR 0001624510-26-000001 filed by FINANCIAL CONSULATE, 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 30,171 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $1,053,566.

    13F-HR 0001624510-25-000009 filed by FINANCIAL CONSULATE, 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 30,171 shares
    Change vs previous 13F +30,171 shares

    0.19% of the 13F portfolio, value $985,380.

    13F-HR 0001624510-25-000006 filed by FINANCIAL CONSULATE, 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 0 shares
    Change vs previous 13F -37,451 shares

    13F-HR 0001624510-25-000005 filed by FINANCIAL CONSULATE, INC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 37,451 shares
    Change vs previous 13F -42 shares

    0.28% of the 13F portfolio, value $1,046,373.

    13F-HR 0001624510-25-000002 filed by FINANCIAL CONSULATE, 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 37,493 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,141,285.

    13F-HR 0001624510-24-000008 filed by FINANCIAL CONSULATE, INC
    Filed (acceptance time not in the bulk data set), ingested

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