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Financial Gravity Companies, Inc.: BBDC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Gravity Companies, Inc. on BBDC, newest first. How the timeline and the estimate are built.

Financial Gravity Companies, Inc. held 224,104 BBDC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 224,104 shares
    Change vs previous 13F -16,196 shares

    0.31% of the 13F portfolio, value $1,909,366.

    13F-HR 0001683168-26-005984 filed by Financial Gravity Companies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 240,300 shares
    Change vs previous 13F +220,539 shares

    0.35% of the 13F portfolio, value $1,977,668.

    13F-HR 0001683168-26-003579 filed by Financial Gravity Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,761 shares
    Change vs previous 13F +1,369 shares

    0.03% of the 13F portfolio, value $181,406.

    13F-HR 0001683168-26-001008 filed by Financial Gravity Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,392 shares
    Change vs previous 13F -287,663 shares

    0.03% of the 13F portfolio, value $161,114.

    13F-HR 0001683168-25-008433 filed by Financial Gravity Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 306,055 shares
    Change vs previous 13F +4,336 shares

    0.55% of the 13F portfolio, value $2,797,341.

    13F-HR 0001683168-25-005819 filed by Financial Gravity Companies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 301,719 shares
    Change vs previous 13F -1,274 shares

    0.63% of the 13F portfolio, value $2,878,398.

    13F-HR 0001683168-25-002983 filed by Financial Gravity Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 302,993 shares
    Change vs previous 13F +296,200 shares

    0.66% of the 13F portfolio, value $2,899,644.

    13F-HR 0001683168-25-001034 filed by Financial Gravity Companies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,793 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $66,571.

    13F-HR 0001683168-24-008078 filed by Financial Gravity Companies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).