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Financial Gravity Companies, Inc.: ICVT position timeline

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

Financial Gravity Companies, Inc. held 88,192 ICVT 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 88,192 shares
    Change vs previous 13F -273 shares

    1.74% of the 13F portfolio, value $10,736,540.

    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 88,465 shares
    Change vs previous 13F +2,539 shares

    1.6% of the 13F portfolio, value $9,004,899.

    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 85,926 shares
    Change vs previous 13F +2,392 shares

    1.63% of the 13F portfolio, value $8,463,702.

    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 83,534 shares
    Change vs previous 13F +146 shares

    1.65% of the 13F portfolio, value $8,357,612.

    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 83,388 shares
    Change vs previous 13F +3,329 shares

    1.48% of the 13F portfolio, value $7,513,295.

    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 80,059 shares
    Change vs previous 13F +3,785 shares

    1.46% of the 13F portfolio, value $6,693,730.

    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 76,274 shares
    Change vs previous 13F +2,348 shares

    1.48% of the 13F portfolio, value $6,481,020.

    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 73,926 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $6,185,351.

    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).