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Disclosery

Financial Gravity Companies, Inc.: SPMD position timeline

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

Financial Gravity Companies, Inc. held 307,321 SPMD 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 307,321 shares
    Change vs previous 13F +7,999 shares

    3.37% of the 13F portfolio, value $20,762,613.

    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 299,322 shares
    Change vs previous 13F +12,159 shares

    3.15% of the 13F portfolio, value $17,725,859.

    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 287,163 shares
    Change vs previous 13F +14,990 shares

    3.2% of the 13F portfolio, value $16,629,622.

    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 272,173 shares
    Change vs previous 13F -11,551 shares

    3.08% of the 13F portfolio, value $15,565,585.

    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 283,724 shares
    Change vs previous 13F +19,852 shares

    3.03% of the 13F portfolio, value $15,428,897.

    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 263,872 shares
    Change vs previous 13F +25,844 shares

    2.94% of the 13F portfolio, value $13,504,992.

    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 238,028 shares
    Change vs previous 13F +11,277 shares

    2.97% of the 13F portfolio, value $13,017,745.

    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 226,751 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $12,398,750.

    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).