Skip to content
Disclosery

FINANCIAL CONSULATE, INC: EXC position timeline

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

FINANCIAL CONSULATE, INC held 11,598 EXC 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 11,598 shares
    Change vs previous 13F +41 shares

    0.06% of the 13F portfolio, value $540,713.

    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 11,557 shares
    Change vs previous 13F +273 shares

    0.07% of the 13F portfolio, value $566,546.

    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 11,284 shares
    Change vs previous 13F +1,323 shares

    0.07% of the 13F portfolio, value $491,876.

    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 9,961 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $448,366.

    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).