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Disclosery

Financial Gravity Companies, Inc.: OAKMX position timeline

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

Financial Gravity Companies, Inc. held 90 OAKMX shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 90 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $13,754.

    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).

  2. period ended2024-09-30
    13F 89 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $13,479.

    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).