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FINANCIAL CONSULATE, INC: DFAS position timeline

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

FINANCIAL CONSULATE, INC held 433,095 DFAS 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 433,095 shares
    Change vs previous 13F +10,503 shares

    3.97% of the 13F portfolio, value $35,661,048.

    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 422,592 shares
    Change vs previous 13F -1,907 shares

    3.75% of the 13F portfolio, value $30,058,949.

    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 424,499 shares
    Change vs previous 13F +7,576 shares

    4.04% of the 13F portfolio, value $29,574,819.

    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 416,923 shares
    Change vs previous 13F +19,257 shares

    4.03% of the 13F portfolio, value $28,542,545.

    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 397,666 shares
    Change vs previous 13F +43,017 shares

    5% of the 13F portfolio, value $25,335,272.

    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 354,649 shares
    Change vs previous 13F not available

    5.35% of the 13F portfolio, value $21,190,285.

    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).