Financial Gravity Asset Management, Inc.

Position in FGCO — Financial Gravity Companies, Inc.

CIK 1741736 Lakeway, TX

Position in FGCO

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$9,522

-$1,428 QoQ

Shares Held

158,709

0.0% QoQ

Ownership

0.173%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Financial Gravity Asset Management, Inc. holds $9,522 across 1 Financial Conglomerates name. FGCO ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	FGCO	Financial Gravity Companies, Inc. This page	158,709	$9,522

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,522	158,709	0.0%	Shares	Sole	2026-05-08
2025-12-31	$10,950	158,709	+200.3%	Shares	Sole	2026-02-13
2025-03-31	$5,284	52,848	+10.9%	Shares	Sole	2025-04-30
2024-06-30	$15,244	47,638	+2.4%	Shares	Sole	2024-08-06
2024-03-31	$7,905	46,500	0.0%	Shares	Sole	2024-06-26
2023-12-31	$4,650	46,500	-94.7%	Shares	Sole	2024-06-26
2023-09-30	$110,244	883,500	+1868.1%	Shares	Sole	2023-11-16
2023-06-30	$4	44,890	0.0%	Shares	Sole	2023-08-09
2023-03-31	$2,991	44,890	+5.4%	Shares	Sole	2023-05-12
2022-12-31	$2	42,600	0.0%	Shares	Sole	2023-02-15
2022-06-30	—	42,600	0.0%	Shares	Sole	2022-08-05
2022-03-31	—	42,600	0.0%	Shares	Sole	2022-05-13
2021-12-31	$6,390	42,600	0.0%	Shares	Sole	2022-02-11
2021-09-30	$5,538	42,600	0.0%	Shares	Sole	2021-11-12
2021-03-31	$8,562	42,600	-2.3%	Shares	Sole	2021-05-17
2020-03-31	—	43,600	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.