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Financial Gravity Companies, Inc.: SPIB position timeline

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

Financial Gravity Companies, Inc. held 577,336 SPIB 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 577,336 shares
    Change vs previous 13F +9,902 shares

    3.13% of the 13F portfolio, value $19,317,664.

    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 567,434 shares
    Change vs previous 13F +29,377 shares

    3.39% of the 13F portfolio, value $19,031,741.

    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 538,057 shares
    Change vs previous 13F +34,049 shares

    3.5% of the 13F portfolio, value $18,191,715.

    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 504,008 shares
    Change vs previous 13F +14,728 shares

    3.38% of the 13F portfolio, value $17,080,820.

    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 489,280 shares
    Change vs previous 13F +36,507 shares

    3.23% of the 13F portfolio, value $16,430,021.

    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 452,773 shares
    Change vs previous 13F +28,743 shares

    3.28% of the 13F portfolio, value $15,050,185.

    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 424,030 shares
    Change vs previous 13F +11,560 shares

    3.17% of the 13F portfolio, value $13,891,220.

    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 412,470 shares
    Change vs previous 13F not available

    3.72% of the 13F portfolio, value $13,904,380.

    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).