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Financial Gravity Companies, Inc.: SPYD position timeline

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

Financial Gravity Companies, Inc. held 318,591 SPYD 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 318,591 shares
    Change vs previous 13F +9,611 shares

    2.47% of the 13F portfolio, value $15,199,991.

    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 308,980 shares
    Change vs previous 13F +10,787 shares

    2.5% of the 13F portfolio, value $14,064,790.

    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 298,193 shares
    Change vs previous 13F +25,511 shares

    2.48% of the 13F portfolio, value $12,896,868.

    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 272,682 shares
    Change vs previous 13F -9,486 shares

    2.37% of the 13F portfolio, value $11,998,004.

    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 282,168 shares
    Change vs previous 13F +18,619 shares

    2.35% of the 13F portfolio, value $11,975,216.

    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 263,549 shares
    Change vs previous 13F +22,632 shares

    2.54% of the 13F portfolio, value $11,664,698.

    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 240,917 shares
    Change vs previous 13F +15,612 shares

    2.38% of the 13F portfolio, value $10,417,234.

    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 225,305 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $10,285,195.

    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).