Financial Gravity Companies, Inc. (FGCO) reports $616M in 13F equity holdings
Rhea-AI Filing Summary
Financial Gravity Companies, Inc. filed a quarterly Form 13F as an institutional investment manager. The report is a 13F Holdings Report, meaning all of its reportable positions are included. The filing lists 1,040 reportable holdings with an aggregate reported market value of $616,352,520, rounded to the nearest dollar, and no other included managers.
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Key Figures
Form 13F Information Table Entry Total: 1,040
Form 13F Information Table Value Total: $616,352,520
Number of Other Included Managers: 0
3 metrics
Form 13F Information Table Entry Total
1,040
Number of reportable holdings in the Form 13F Information Table
Form 13F Information Table Value Total
$616,352,520
Aggregate reported market value of all reportable holdings, rounded to the nearest dollar
Number of Other Included Managers
0
Count of other institutional managers included in this Form 13F report
Key Terms
Form 13F, Institutional Investment Manager, 13F HOLDINGS REPORT
3 terms
Form 13F regulatory
"Form 13F Information Table Entry Total"
A Form 13F is a quarterly filing that large investment managers must submit to disclose their holdings in publicly traded stocks and certain other securities. It acts like a peek into the portfolios of big investors, helping other market participants see what large players are buying or selling and offering clues about investment trends, crowded trades, and potential market impact.
Institutional Investment Manager regulatory
"The institutional investment manager filing this report"
13F HOLDINGS REPORT regulatory
"13F HOLDINGS REPORT. (Check here if all holdings"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What does Financial Gravity Companies, Inc. (FGCO) report in this Form 13F?
Financial Gravity Companies, Inc. reports its Form 13F Holdings Report as an institutional investment manager, disclosing 1,040 reportable positions with a total reported market value of $616,352,520 as of the filing.
How many securities holdings does FGCO disclose in this 13F filing?
The Form 13F lists 1,040 reportable holdings. This count reflects all positions that meet the SEC’s Form 13F reporting thresholds and are included under the 13F Holdings Report designation for this manager.
What is the total reported market value of FGCO’s 13F portfolio?
The Form 13F reports an aggregate portfolio value of $616,352,520, rounded to the nearest dollar. This figure represents the combined market value of all reportable positions included in the 13F Information Table.
Is this FGCO Form 13F a holdings report, notice, or combination report?
This filing is marked as a 13F HOLDINGS REPORT. That means all of Financial Gravity Companies, Inc.’s reportable holdings are disclosed in this single report, rather than being split with other managers.
Does FGCO list any other included managers in this Form 13F?
No. The Form 13F Summary Page shows 0 other included managers, and the “List of Other Included Managers” section is stated as NONE, indicating no additional reporting managers are linked.
Who signed the FGCO Form 13F and in what capacity?
The report is signed by Samantha Winters, identified as Operations and Compliance Liaison. The signature block confirms she is authorized to submit the report and that the information is represented as true, correct, and complete.