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Financial Gravity Companies, Inc.: VWOB position timeline

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

Financial Gravity Companies, Inc. held 225,894 VWOB 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 225,894 shares
    Change vs previous 13F +2,450 shares

    2.46% of the 13F portfolio, value $15,189,084.

    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 223,444 shares
    Change vs previous 13F +7,148 shares

    2.61% of the 13F portfolio, value $14,678,017.

    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 216,296 shares
    Change vs previous 13F +11,991 shares

    2.81% of the 13F portfolio, value $14,584,864.

    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 204,305 shares
    Change vs previous 13F -179,804 shares

    2.7% of the 13F portfolio, value $13,667,978.

    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 384,109 shares
    Change vs previous 13F +201,790 shares

    2.48% of the 13F portfolio, value $12,608,258.

    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 182,319 shares
    Change vs previous 13F +10,626 shares

    2.55% of the 13F portfolio, value $11,704,880.

    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 171,693 shares
    Change vs previous 13F +4,631 shares

    2.48% of the 13F portfolio, value $10,842,436.

    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 167,062 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $11,087,915.

    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).