Financial Gravity Companies, Inc.
Position in AMT — American Tower Corp /Ma/
CIK 1377167
Lakeway, TX
Position in AMT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$654
-$893 QoQ
Shares Held
4
-42.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,729
of 1,743 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Financial Gravity Companies, Inc. holds $34,321 across 2 REIT - Specialty names. AMT ranks #2 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SELF |
Global Self Storage, Inc.
|
6,425 | $33,667 | |
| 2 | AMT |
American Tower Corp /Ma/
This page
|
4 | $654 |
All Filings in AMT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $654 | 4 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $1,547 | 7 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $1,283 | 7 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,627 | 7 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||