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Disclosery

Financial Gravity Companies, Inc.: UL position timeline

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

Financial Gravity Companies, Inc. held 447 UL 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 447 shares
    Change vs previous 13F -38,851 shares

    <0.01% of the 13F portfolio, value $26,874.

    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 39,298 shares
    Change vs previous 13F +807 shares

    0.4% of the 13F portfolio, value $2,238,807.

    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 38,491 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,517,311.

    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).