Position in CI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$8,270
New position
Shares Held
30
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,570
of 1,682 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Financial Gravity Companies, Inc. holds $220,598 across 3 Healthcare Plans names. CI ranks #2 (3.7% of the industry book) .
All Filings in CI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,270 | 30 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||