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Disclosery

Financial Gravity Companies, Inc.: STIP position timeline

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

Financial Gravity Companies, Inc. held 188,071 STIP 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 188,071 shares
    Change vs previous 13F +1,836 shares

    3.12% of the 13F portfolio, value $19,213,351.

    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 186,235 shares
    Change vs previous 13F +5,803 shares

    3.43% of the 13F portfolio, value $19,262,278.

    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 180,432 shares
    Change vs previous 13F +14,600 shares

    3.56% of the 13F portfolio, value $18,474,382.

    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 165,832 shares
    Change vs previous 13F +3,454 shares

    3.39% of the 13F portfolio, value $17,140,432.

    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 162,378 shares
    Change vs previous 13F +9,396 shares

    3.28% of the 13F portfolio, value $16,710,284.

    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 152,982 shares
    Change vs previous 13F +7,080 shares

    3.45% of the 13F portfolio, value $15,829,049.

    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 145,902 shares
    Change vs previous 13F +4,208 shares

    3.35% of the 13F portfolio, value $14,677,716.

    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 141,694 shares
    Change vs previous 13F not available

    3.84% of the 13F portfolio, value $14,356,431.

    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).