LAKEWAY, TX
FINANCIAL GRAVITY COMPANIES, INC.FGCO— Latest position per institution from SEC 13F filings
15
Institutional holders
317.42K
Total shares held
22.22K
Estimated value
158.71K
Avg. position size
FINANCIAL GRAVITY COMPANIES, INC.
CIK 1377167
Shares
158.71K
Value
12.70K
Filed
Jun 30, 2026
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.
CIK 1741736
Shares
158.71K
Value
9.52K
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | FINANCIAL GRAVITY COMPANIES, INC. | 1377167 | 158.71K | 12.70K | Jun 30, 2026 |
| 2 | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 1741736 | 158.71K | 9.52K | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.