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FINANCIAL CONSULATE, INC: SHY position timeline

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

FINANCIAL CONSULATE, INC held 328,601 SHY 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 328,601 shares
    Change vs previous 13F +5,324 shares

    3% of the 13F portfolio, value $26,981,428.

    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 323,277 shares
    Change vs previous 13F not available

    3.33% of the 13F portfolio, value $26,692,981.

    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).