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Disclosery

Financial Gravity Companies, Inc.: SMG position timeline

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

Financial Gravity Companies, Inc. held 47 SMG 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 47 shares
    Change vs previous 13F -39,783 shares

    <0.01% of the 13F portfolio, value $3,201.

    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 39,830 shares
    Change vs previous 13F -168 shares

    0.43% of the 13F portfolio, value $2,422,088.

    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 39,998 shares
    Change vs previous 13F +4,097 shares

    0.45% of the 13F portfolio, value $2,333,890.

    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 35,901 shares
    Change vs previous 13F +1,568 shares

    0.4% of the 13F portfolio, value $2,044,586.

    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 34,333 shares
    Change vs previous 13F +3,899 shares

    0.44% of the 13F portfolio, value $2,264,615.

    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 30,434 shares
    Change vs previous 13F +4,982 shares

    0.36% of the 13F portfolio, value $1,670,522.

    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 25,452 shares
    Change vs previous 13F +670 shares

    0.39% of the 13F portfolio, value $1,688,486.

    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 24,782 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,148,599.

    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).