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FINANCIAL CONSULATE, INC: SCHR position timeline

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

FINANCIAL CONSULATE, INC held 0 SCHR shares at 2025-12-31 per its 13F-HR filed 2026-01-22.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -86,422 shares

    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).

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

  2. period ended2025-09-30
    13F 86,422 shares
    Change vs previous 13F -1,503 shares

    0.31% of the 13F portfolio, value $2,171,785.

    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).

  3. period ended2025-06-30
    13F 87,925 shares
    Change vs previous 13F -1,642 shares

    0.43% of the 13F portfolio, value $2,200,763.

    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).

  4. period ended2025-03-31
    13F 89,567 shares
    Change vs previous 13F -3,226 shares

    0.56% of the 13F portfolio, value $2,226,636.

    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).

  5. period ended2024-12-31
    13F 92,793 shares
    Change vs previous 13F +45,490 shares

    0.6% of the 13F portfolio, value $2,253,942.

    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).

  6. period ended2024-09-30
    13F 47,303 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $2,393,532.

    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).