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Disclosery

Financial Gravity Companies, Inc.: UPWK position timeline

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

Financial Gravity Companies, Inc. held 16,184 UPWK 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 16,184 shares
    Change vs previous 13F -408,578 shares

    0.02% of the 13F portfolio, value $135,298.

    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 424,762 shares
    Change vs previous 13F +23,097 shares

    0.83% of the 13F portfolio, value $4,655,392.

    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 401,665 shares
    Change vs previous 13F +10,355 shares

    1.53% of the 13F portfolio, value $7,961,000.

    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 391,310 shares
    Change vs previous 13F +10,474 shares

    1.44% of the 13F portfolio, value $7,266,627.

    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 380,836 shares
    Change vs previous 13F +27,290 shares

    1% of the 13F portfolio, value $5,118,436.

    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 353,546 shares
    Change vs previous 13F +22,549 shares

    1.01% of the 13F portfolio, value $4,613,775.

    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 330,997 shares
    Change vs previous 13F -138 shares

    1.24% of the 13F portfolio, value $5,411,807.

    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 331,135 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $3,460,361.

    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).