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FINANCIAL CONSULATE, INC: SHV position timeline

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

FINANCIAL CONSULATE, INC held 347,758 SHV 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 347,758 shares
    Change vs previous 13F +19,042 shares

    4.27% of the 13F portfolio, value $38,375,091.

    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 328,716 shares
    Change vs previous 13F not available

    4.52% of the 13F portfolio, value $36,286,961.

    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).