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Disclosery

Financial Gravity Companies, Inc.: CL position timeline

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

Financial Gravity Companies, Inc. held 30,904 CL 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 30,904 shares
    Change vs previous 13F +417 shares

    0.46% of the 13F portfolio, value $2,833,247.

    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 30,487 shares
    Change vs previous 13F +729 shares

    0.46% of the 13F portfolio, value $2,598,383.

    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 29,758 shares
    Change vs previous 13F +2,940 shares

    0.45% of the 13F portfolio, value $2,351,467.

    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 26,818 shares
    Change vs previous 13F +1,748 shares

    0.42% of the 13F portfolio, value $2,143,818.

    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 25,070 shares
    Change vs previous 13F +1,952 shares

    0.45% of the 13F portfolio, value $2,278,854.

    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 23,118 shares
    Change vs previous 13F +2,838 shares

    0.47% of the 13F portfolio, value $2,166,157.

    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 20,280 shares
    Change vs previous 13F +620 shares

    0.42% of the 13F portfolio, value $1,843,655.

    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 19,660 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,040,905.

    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).