FINANCIAL CONSULATE, INC LTM — LATAM AIRLINES GROUP SA

Ownership history in FINANCIAL CONSULATE, INC  ·  4 quarters on record

AI Ownership Summary

FINANCIAL CONSULATE, INC reported LATAM AIRLINES GROUP SA (LTM) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. The latest visible filing shows LTM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LTM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FINANCIAL CONSULATE, INC's position in LATAM AIRLINES GROUP SA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

LTM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LTM stock page FINANCIAL CONSULATE, INC fund profile FINANCIAL CONSULATE, INC full holdings
How FINANCIAL CONSULATE, INC held LTM — position size vs. price
% of Fund (quarterly)    LTM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 87 -28 -24.3% 0.00% $4K 2026-10-23 $46.26
2026 Q2 ADDED — — — 115 +74 +180.5% 0.00% $7K 2026-07-23 $49.84
2026 Q1 ADDED — — — 41 +26 +173.3% 0.00% $2K 2026-04-21 $52.66
2025 Q4 INITIATED — — — 15 — — 0.00% $811 2026-01-22 $62.26

🏢 Other funds also holding LTM

As of 2026 Q3 — sorted by position size

Ninety One North America, Inc. 3Y 7Y 1.48% U S GLOBAL INVESTORS INC 3Y 7Y 0.8% Ninety One UK Ltd 3Y 7Y 0.27% Perpetual Ltd 3Y 7Y 0.07% Robeco Institutional Asset Management B.V. 3Y 7Y 0.02% Axxion S.A. 0.02% Crossmark Global Holdings, Inc. 3Y 7Y 0.01% GAMMA Investing LLC 0.0% Blue Trust, Inc. 3Y 0.0% ELEVATION WEALTH PARTNERS, LLC 3Y 0.0%

FAQ About FINANCIAL CONSULATE, INC and LTM

These are the practical questions this page is built to answer before you even open the full history table.

How long has FINANCIAL CONSULATE, INC reported owning LTM?

FINANCIAL CONSULATE, INC reported LTM across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported LTM position in FINANCIAL CONSULATE, INC's portfolio?

The largest reported portfolio weight for LTM was 0.00% in 2026 Q2.

What is the latest reported LTM position on this page?

The most recent filing on this page is 2026 Q3, when FINANCIAL CONSULATE, INC reported 87 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this LTM ownership page compare?

The chart compares FINANCIAL CONSULATE, INC's quarterly LTM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FINANCIAL CONSULATE, INC time their LTM position?

Based on 13F filing dates vs. subsequent LTM price moves, FINANCIAL CONSULATE, INC correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on LTM relative to SPY over the holding period was -42.9%.

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