Skip to content
Disclosery

Financial Gravity Companies, Inc.: SWVXX position timeline

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

Financial Gravity Companies, Inc. held 6,341,887 SWVXX 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 6,341,887 shares
    Change vs previous 13F -1,157,717 shares

    1.03% of the 13F portfolio, value $6,341,887.

    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 7,499,604 shares
    Change vs previous 13F +5,868,138 shares

    1.33% of the 13F portfolio, value $7,499,604.

    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 1,631,466 shares
    Change vs previous 13F +86,554 shares

    0.31% of the 13F portfolio, value $1,631,466.

    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 1,544,912 shares
    Change vs previous 13F -6,646,893 shares

    0.31% of the 13F portfolio, value $1,544,912.

    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 8,191,805 shares
    Change vs previous 13F +893,802 shares

    1.61% of the 13F portfolio, value $8,191,805.

    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 7,298,003 shares
    Change vs previous 13F -146,260 shares

    1.59% of the 13F portfolio, value $7,298,003.

    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 7,444,263 shares
    Change vs previous 13F +6,497,678 shares

    1.7% of the 13F portfolio, value $7,444,263.

    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 946,585 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $946,585.

    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).