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Disclosery

Financial Gravity Companies, Inc.: DIVZ position timeline

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

Financial Gravity Companies, Inc. held 8,421 DIVZ 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 8,421 shares
    Change vs previous 13F +19 shares

    0.05% of the 13F portfolio, value $314,769.

    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 8,402 shares
    Change vs previous 13F -802 shares

    0.06% of the 13F portfolio, value $312,795.

    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 9,204 shares
    Change vs previous 13F -2,863 shares

    0.06% of the 13F portfolio, value $334,667.

    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 12,067 shares
    Change vs previous 13F -436 shares

    0.09% of the 13F portfolio, value $439,058.

    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 12,503 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $437,882.

    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).