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Disclosery

Financial Gravity Companies, Inc.: SPEM position timeline

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

Financial Gravity Companies, Inc. held 310,423 SPEM 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 310,423 shares
    Change vs previous 13F +5,489 shares

    2.61% of the 13F portfolio, value $16,073,708.

    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 304,934 shares
    Change vs previous 13F +6,037 shares

    2.55% of the 13F portfolio, value $14,304,458.

    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 298,897 shares
    Change vs previous 13F +12,973 shares

    2.69% of the 13F portfolio, value $13,991,355.

    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 285,924 shares
    Change vs previous 13F -2,180 shares

    2.65% of the 13F portfolio, value $13,384,111.

    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 288,104 shares
    Change vs previous 13F +14,680 shares

    2.42% of the 13F portfolio, value $12,313,573.

    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 273,424 shares
    Change vs previous 13F +26,381 shares

    2.35% of the 13F portfolio, value $10,764,709.

    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 247,043 shares
    Change vs previous 13F +8,794 shares

    2.17% of the 13F portfolio, value $9,479,023.

    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 238,249 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $9,834,916.

    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).