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FINANCIAL CONSULATE, INC: MFUS position timeline

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

FINANCIAL CONSULATE, INC held 276,018 MFUS 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 276,018 shares
    Change vs previous 13F +12,524 shares

    2.06% of the 13F portfolio, value $18,540,102.

    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 263,494 shares
    Change vs previous 13F +187,326 shares

    1.92% of the 13F portfolio, value $15,388,824.

    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 76,168 shares
    Change vs previous 13F -20,867 shares

    0.59% of the 13F portfolio, value $4,312,178.

    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 97,035 shares
    Change vs previous 13F +33,498 shares

    0.77% of the 13F portfolio, value $5,458,205.

    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 63,537 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $3,396,053.

    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).