Financial Gravity Companies, Inc.
Position in CMG — Chipotle Mexican Grill Inc
CIK 1377167
Lakeway, TX
Position in CMG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,465,816
-$326,298 QoQ
Shares Held
72,524
+45.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#394
of 1,187 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMG Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Financial Gravity Companies, Inc. holds $5,436,608 across 6 Restaurants names. CMG ranks #2 (45.4% of the industry book) .
All Filings in CMG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,465,816 | 72,524 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $2,792,114 | 49,726 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $2,433,406 | 40,355 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,286,419 | 39,681 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||