Position in CDP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$49,017
+$7,799 QoQ
Shares Held
1,347
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#248
of 323 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CDP Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $51,969 across 3 REIT - Office names. CDP ranks #1 (94.3% of the industry book) .
All Filings in CDP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,017 | 1,347 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $41,218 | 1,347 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $37,446 | 1,347 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $39,143 | 1,347 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||