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Financial Gravity Companies, Inc.: SPYG position timeline

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

Financial Gravity Companies, Inc. held 164,903 SPYG 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 164,903 shares
    Change vs previous 13F +1,825 shares

    3.18% of the 13F portfolio, value $19,621,804.

    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 163,078 shares
    Change vs previous 13F +8,128 shares

    2.84% of the 13F portfolio, value $15,966,938.

    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 154,950 shares
    Change vs previous 13F +3,847 shares

    3.18% of the 13F portfolio, value $16,533,161.

    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 151,103 shares
    Change vs previous 13F -6,847 shares

    3.12% of the 13F portfolio, value $15,791,821.

    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 157,950 shares
    Change vs previous 13F +5,403 shares

    2.96% of the 13F portfolio, value $15,055,803.

    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 152,547 shares
    Change vs previous 13F +12,919 shares

    2.67% of the 13F portfolio, value $12,260,238.

    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 139,628 shares
    Change vs previous 13F +6,326 shares

    2.8% of the 13F portfolio, value $12,273,328.

    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 133,302 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $11,056,085.

    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).