FINANCIAL CONSULATE, INC quarter change: USA Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, FINANCIAL CONSULATE, INC opened 0 positions, added to 0, reduced 0, sold out of 2 and left 5 unchanged. The largest increase in value was BERKSHIRE HATHAWAY INC DEL (+$30,710); the largest decrease was DUPONT DE NEMOURS INC (-$12,020).
- DUPONT DE NEMOURS INC: Country of operation United States; Class COM; Shares 2026-03-31 262; Shares 2026-06-30 0.
- CARNIVAL CORP: Country of operation —; Class COMMON STOCK; Shares 2026-03-31 78; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1624510): 2026-03-31 (filed 2026-04-21) and 2026-06-30 (filed 2026-07-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Ulysses Management LLC | United States | $0.802B | 35 |
| One Wealth Advisors, LLC | United States | $0.803B | 304 |
| INSPIRION WEALTH ADVISORS, LLC | United States | $0.803B | 181 |
| LaFleur & Godfrey LLC | United States | $0.803B | 141 |
| Ally Financial Inc. | United States | $0.804B | 125 |
| 1834 INVESTMENT ADVISORS CO | United States | $0.801B | 206 |
| ACK Asset Management LLC | United States | $0.801B | 20 |
| LIBERTY WEALTH MANAGEMENT LLC | United States | $0.801B | 269 |
| CVFG LLC | United States | $0.804B | 239 |
| INFINITUM ASSET MANAGEMENT, LLC | United States | $0.801B | 22 |