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Disclosery

Financial Gravity Companies, Inc.: BSV position timeline

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

Financial Gravity Companies, Inc. held 67,546 BSV 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 67,546 shares
    Change vs previous 13F +4,686 shares

    0.85% of the 13F portfolio, value $5,262,509.

    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 62,860 shares
    Change vs previous 13F -129 shares

    0.88% of the 13F portfolio, value $4,928,853.

    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 62,989 shares
    Change vs previous 13F +1,374 shares

    0.96% of the 13F portfolio, value $4,964,163.

    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 61,615 shares
    Change vs previous 13F +4,119 shares

    0.96% of the 13F portfolio, value $4,862,040.

    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 57,496 shares
    Change vs previous 13F +5,771 shares

    0.89% of the 13F portfolio, value $4,524,935.

    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 51,725 shares
    Change vs previous 13F +1,694 shares

    0.88% of the 13F portfolio, value $4,049,033.

    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 50,031 shares
    Change vs previous 13F +2,677 shares

    0.88% of the 13F portfolio, value $3,865,895.

    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 47,354 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $3,726,306.

    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).