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Disclosery

Financial Gravity Companies, Inc.: SPYV position timeline

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

Financial Gravity Companies, Inc. held 194,516 SPYV 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 194,516 shares
    Change vs previous 13F +9,153 shares

    1.92% of the 13F portfolio, value $11,824,604.

    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 185,363 shares
    Change vs previous 13F +9,205 shares

    1.87% of the 13F portfolio, value $10,487,845.

    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 176,158 shares
    Change vs previous 13F +10,123 shares

    1.93% of the 13F portfolio, value $10,007,553.

    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 166,035 shares
    Change vs previous 13F -4,943 shares

    1.82% of the 13F portfolio, value $9,186,697.

    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 170,978 shares
    Change vs previous 13F +7,495 shares

    1.76% of the 13F portfolio, value $8,948,999.

    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 163,483 shares
    Change vs previous 13F +14,736 shares

    1.82% of the 13F portfolio, value $8,349,061.

    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 148,747 shares
    Change vs previous 13F +8,136 shares

    1.74% of the 13F portfolio, value $7,606,908.

    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 140,611 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $7,432,697.

    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).