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Financial Gravity Companies, Inc.: SHYG position timeline

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

Financial Gravity Companies, Inc. held 560,230 SHYG 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 560,230 shares
    Change vs previous 13F +18,447 shares

    3.85% of the 13F portfolio, value $23,759,367.

    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 541,783 shares
    Change vs previous 13F +15,099 shares

    4.08% of the 13F portfolio, value $22,922,840.

    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 526,684 shares
    Change vs previous 13F +36,272 shares

    4.35% of the 13F portfolio, value $22,578,937.

    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 490,412 shares
    Change vs previous 13F +19,312 shares

    4.2% of the 13F portfolio, value $21,234,828.

    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 471,100 shares
    Change vs previous 13F +29,234 shares

    3.99% of the 13F portfolio, value $20,323,251.

    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 441,866 shares
    Change vs previous 13F +34,706 shares

    4.1% of the 13F portfolio, value $18,788,141.

    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 407,160 shares
    Change vs previous 13F +5,598 shares

    3.96% of the 13F portfolio, value $17,349,106.

    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 401,562 shares
    Change vs previous 13F not available

    4.67% of the 13F portfolio, value $17,435,821.

    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).