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Disclosery

Financial Gravity Companies, Inc.: HYLB position timeline

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

Financial Gravity Companies, Inc. held 784,423 HYLB 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 784,423 shares
    Change vs previous 13F +14,002 shares

    4.65% of the 13F portfolio, value $28,647,124.

    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 770,421 shares
    Change vs previous 13F +25,104 shares

    4.96% of the 13F portfolio, value $27,858,415.

    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 745,317 shares
    Change vs previous 13F +54,755 shares

    5.28% of the 13F portfolio, value $27,450,031.

    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 690,562 shares
    Change vs previous 13F +12,897 shares

    5.07% of the 13F portfolio, value $25,626,752.

    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 677,665 shares
    Change vs previous 13F +46,415 shares

    4.91% of the 13F portfolio, value $25,019,399.

    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 631,250 shares
    Change vs previous 13F +45,099 shares

    4.98% of the 13F portfolio, value $22,819,677.

    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 586,151 shares
    Change vs previous 13F +25,315 shares

    4.83% of the 13F portfolio, value $21,148,315.

    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 560,836 shares
    Change vs previous 13F not available

    5.54% of the 13F portfolio, value $20,706,071.

    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).