LAKEWAY, TX
FINANCIAL GRAVITY COMPANIES, INC.FGCO— Latest position per institution from SEC 13F filings
15
Institutional holders
206.56K
Total shares held
19.09K
Estimated value
103.28K
Avg. position size
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.
CIK 1741736
Shares
158.71K
Value
9.52K
Filed
Mar 31, 2026
FINANCIAL GRAVITY COMPANIES, INC.
CIK 1377167
Shares
47.85K
Value
9.57K
Filed
Dec 31, 2024
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 1741736 | 158.71K | 9.52K | Mar 31, 2026 |
| 2 | FINANCIAL GRAVITY COMPANIES, INC. | 1377167 | 47.85K | 9.57K | Dec 31, 2024 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.