Financial Consulate, Inc. has submitted its quarterly 13F-HR report, detailing its investment holdings as of September 30, 2026. This filing is crucial as it provides transparency into the company's portfolio management strategies and investment decisions.
Background
Financial Consulate, Inc. is categorized as an investment management firm. The company is based in Hunt Valley, Maryland, and has been actively filing reports with the SEC to disclose its investment activities. The recent filing history includes multiple 13F-HR reports, with the latest being submitted on October 23, 2026, under accession number 0001624510-26-000007.
What the Filing Says
The filing states that it is a quarterly report filed by institutional managers, but specific details about the holdings or investment strategies were not disclosed in the filing.
Impact
This update may affect various stakeholders, including investors, analysts, and competitors within the investment management industry. The information disclosed can influence market perceptions and strategies among peers.
What's Next
The filing does not say what happens next.
Filing Details
The filing was officially accepted on October 23, 2026, at 13:19:25, indicating the timely submission of the report. The period of the report covers the company's investment holdings as of September 30, 2026.
Document Overview
The 13F-HR report includes multiple document formats, with the primary document being available in both HTML and XML formats. The filing consists of two main documents: the primary report and an information table detailing the company's holdings.
Company Information
Financial Consulate, Inc. is registered under the Central Index Key (CIK) number 0001624510. The company is incorporated in Maryland, with a fiscal year ending on December 31. The company's Employer Identification Number (EIN) is 521281169.
Contact Information
The business address for Financial Consulate, Inc. is 11019 McCormick Road, Suite 200, Hunt Valley, MD 21031. For inquiries, the company can be reached at (410) 823-7283.
Missing Information
The filing does not provide specific details about the investment holdings or the strategies employed by Financial Consulate, Inc. Additionally, there is no information regarding any changes in management or significant events that may impact the company's future performance.