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Disclosery

Financial Gravity Companies, Inc.: SPY position timeline

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

Financial Gravity Companies, Inc. held 7,633 SPY 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 7,633 shares
    Change vs previous 13F -98 shares

    0.92% of the 13F portfolio, value $5,700,095.

    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 7,731 shares
    Change vs previous 13F +5,857 shares

    0.89% of the 13F portfolio, value $5,027,779.

    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 1,874 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,277,918.

    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 1,874 shares
    Change vs previous 13F -20 shares

    13F-HR 0001683168-25-008433 filed by Financial Gravity Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,894 shares
    Change vs previous 13F -373 shares

    0.23% of the 13F portfolio, value $1,170,208.

    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 2,267 shares
    Change vs previous 13F +2,068 shares

    0.28% of the 13F portfolio, value $1,268,137.

    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 199 shares
    Change vs previous 13F +20 shares

    0.03% of the 13F portfolio, value $116,630.

    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 179 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $102,703.

    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).