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FINANCIAL CONSULATE, INC: DFAT position timeline

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

FINANCIAL CONSULATE, INC held 44,061 DFAT 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 44,061 shares
    Change vs previous 13F +2,707 shares

    0.34% of the 13F portfolio, value $3,079,864.

    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 41,354 shares
    Change vs previous 13F -516 shares

    0.32% of the 13F portfolio, value $2,582,558.

    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 41,870 shares
    Change vs previous 13F +2,832 shares

    0.34% of the 13F portfolio, value $2,492,940.

    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 39,038 shares
    Change vs previous 13F -25,279 shares

    0.32% of the 13F portfolio, value $2,272,402.

    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 64,317 shares
    Change vs previous 13F -71,518 shares

    0.69% of the 13F portfolio, value $3,470,546.

    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 135,835 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $6,994,139.

    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).