Financial Gravity Asset Management, Inc.
Position in APOG — Apogee Enterprises, Inc.
CIK 1741736
Lakeway, TX
Position in APOG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$31,695
-$2,712 QoQ
Shares Held
945
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APOG Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026Financial Gravity Asset Management, Inc. holds $57,273 across 5 Building Products & Equipment names. APOG ranks #1 (55.3% of the industry book) .
All Filings in APOG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,695 | 945 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $34,407 | 945 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $41,173 | 945 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $43,781 | 945 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $75,093 | 1,195 | Shares | Sole | 2024-08-06 | |
| 2020-03-31 | $124 | 6 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||