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Disclosery

Financial Gravity Companies, Inc.: SPBO position timeline

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

Financial Gravity Companies, Inc. held 450,676 SPBO 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 450,676 shares
    Change vs previous 13F +8,606 shares

    2.12% of the 13F portfolio, value $13,087,637.

    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 442,070 shares
    Change vs previous 13F +16,811 shares

    2.28% of the 13F portfolio, value $12,833,283.

    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 425,259 shares
    Change vs previous 13F +27,330 shares

    2.4% of the 13F portfolio, value $12,477,102.

    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 397,929 shares
    Change vs previous 13F +22,970 shares

    2.33% of the 13F portfolio, value $11,790,648.

    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 374,959 shares
    Change vs previous 13F +24,625 shares

    2.15% of the 13F portfolio, value $10,956,310.

    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 350,334 shares
    Change vs previous 13F +23,904 shares

    2.22% of the 13F portfolio, value $10,170,193.

    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 326,430 shares
    Change vs previous 13F +10,239 shares

    2.14% of the 13F portfolio, value $9,348,943.

    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 316,191 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $9,495,221.

    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).