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Disclosery

Financial Gravity Companies, Inc.: VMBS position timeline

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

Financial Gravity Companies, Inc. held 114,456 VMBS 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 114,456 shares
    Change vs previous 13F +8,546 shares

    0.87% of the 13F portfolio, value $5,357,685.

    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 105,910 shares
    Change vs previous 13F +663 shares

    0.88% of the 13F portfolio, value $4,972,475.

    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 105,247 shares
    Change vs previous 13F +673 shares

    0.95% of the 13F portfolio, value $4,955,029.

    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 104,574 shares
    Change vs previous 13F +7,147 shares

    0.97% of the 13F portfolio, value $4,910,795.

    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 97,427 shares
    Change vs previous 13F +8,217 shares

    0.89% of the 13F portfolio, value $4,514,767.

    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 89,210 shares
    Change vs previous 13F +3,977 shares

    0.9% of the 13F portfolio, value $4,131,315.

    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 85,233 shares
    Change vs previous 13F +7,344 shares

    0.88% of the 13F portfolio, value $3,864,464.

    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 77,889 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $3,677,140.

    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).