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Financial Gravity Companies, Inc.: IAGG position timeline

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

Financial Gravity Companies, Inc. held 640,614 IAGG 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 640,614 shares
    Change vs previous 13F +11,550 shares

    5.26% of the 13F portfolio, value $32,415,045.

    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 629,064 shares
    Change vs previous 13F +16,398 shares

    5.6% of the 13F portfolio, value $31,478,358.

    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 612,666 shares
    Change vs previous 13F +47,097 shares

    5.9% of the 13F portfolio, value $30,639,415.

    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 565,569 shares
    Change vs previous 13F +15,063 shares

    5.73% of the 13F portfolio, value $28,974,123.

    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 550,506 shares
    Change vs previous 13F +28,434 shares

    5.52% of the 13F portfolio, value $28,125,374.

    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 522,072 shares
    Change vs previous 13F +39,902 shares

    5.69% of the 13F portfolio, value $26,098,402.

    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 482,170 shares
    Change vs previous 13F +16,894 shares

    5.5% of the 13F portfolio, value $24,069,918.

    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 465,276 shares
    Change vs previous 13F not available

    6.45% of the 13F portfolio, value $24,110,585.

    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).