Current Market Value 506,509,859
Current Holdings 37
Most Recent File Date 2025-07-18
Total Filings on Record 43
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Financial Consulate, Inc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-18 2025-06-30 13F-HR 37 506,510
2025-04-25 2025-03-31 13F-HR 26 396,162
2025-02-03 2024-12-31 13F-HR 31 377,068
2024-10-21 2024-09-30 13F-HR 34 376,530
2024-07-22 2024-06-30 13F-HR 35 341,160
2024-04-23 2024-03-31 13F-HR 40 338,392
2024-02-01 2023-12-31 13F-HR 36 304,083
2023-10-24 2023-09-30 13F-HR 38 226,472
2023-07-21 2023-06-30 13F-HR 40 235,854
2023-04-17 2023-03-31 13F-HR 124 286,641
2023-01-11 2022-12-31 13F-HR 135 286,470
2022-10-20 2022-09-30 13F-HR 118 237,086
2022-07-19 2022-06-30 13F-HR 123 213,416
2022-04-28 2022-03-31 13F-HR 132 260,401
2022-02-07 2021-12-31 13F-HR 138 288,374
2021-10-19 2021-09-30 13F-HR 131 275,963
2021-07-22 2021-06-30 13F-HR 131 277,441
2021-04-19 2021-03-31 13F-HR 121 246,561
2021-01-29 2020-12-31 13F-HR 112 231,773
2020-10-20 2020-09-30 13F-HR 101 210,549
2020-07-22 2020-06-30 13F-HR 99 196,850
2020-04-29 2020-03-31 13F-HR 96 168,424
2020-01-22 2019-12-31 13F-HR 104 226,433
2019-10-16 2019-09-30 13F-HR 99 229,624
2019-07-24 2019-06-30 13F-HR 101 222,256
2019-05-01 2019-03-31 13F-HR 109 218,776
2019-01-25 2018-12-31 13F-HR 102 166,672
2018-10-29 2018-09-30 13F-HR 117 175,849
2018-07-27 2018-06-30 13F-HR 118 197,499
2018-04-16 2018-03-31 13F-HR 113 188,825
2018-01-29 2017-12-31 13F-HR 101 195,689
2017-10-19 2017-09-30 13F-HR 94 183,709
2017-07-31 2017-06-30 13F-HR 86 170,034
2017-04-28 2017-03-31 13F-HR 84 156,831
2017-01-30 2016-12-31 13F-HR 74 137,715
2016-10-27 2016-09-30 13F-HR 67 112,324
2016-07-22 2016-06-30 13F-HR 71 130,672
2016-04-13 2016-03-31 13F-HR 72 145,554
2016-01-19 2015-12-31 13F-HR 64 140,634
2015-11-03 2015-09-30 13F-HR 60 114,927
2015-07-22 2015-06-30 13F-HR 56 135,490
2015-04-28 2015-03-31 13F-HR 56 118,545
2015-02-03 2014-12-31 13F-HR 0 0