Financial Gravity Asset Management, Inc. SEC EDGAR Filings (CIK 0001741736)

SEC EDGAR filings, ownership reports, and insider transactions for Financial Gravity Asset Management, Inc..

Business address
2501 Ranch Rd 620 S, Suite 110, Lakeway, TX, 78734
Top securities (13F)
IAGG, HYLB, SHYG, EPS, STIP, HYDW, SPIB, SPSM, SPMD, SPYG, VWOB, SPEM, SPYD, SPBO, TSLA, SPYV, ICVT, IEUR, UPWK, and AMZN
State of incorporation
TX
Fiscal year end
31 December
Former names
Sofos Investments, Inc. (to 11 Aug 2021), Financial Gravity Wealth, Inc. (to 15 Oct 2019)
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Financial Gravity Asset Management, Inc. has filed 29 SEC EDGAR filings since 23 May 2018

Latest Filings

Recent SEC filings for Financial Gravity Asset Management, Inc. including 13F-HR, 13F-HR/A.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2026 31 Dec 2025 028-18797
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2025 30 Sep 2025 028-18797
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Apr 2025 31 Mar 2025 028-18797
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Aug 2024 30 Jun 2024 028-18797
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 26 Jun 2024 31 Mar 2024 028-18797
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 26 Jun 2024 31 Dec 2023 028-18797
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2024 31 Mar 2024 028-18797
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Feb 2024 31 Dec 2023 028-18797
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Nov 2023 30 Sep 2023 028-18797
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Aug 2023 30 Jun 2023 028-18797
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 May 2023 31 Mar 2023 028-18797
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Feb 2023 31 Dec 2022 028-18797
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Nov 2022 30 Sep 2022 028-18797
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Aug 2022 30 Jun 2022 028-18797
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2022 31 Mar 2022 028-18797
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Feb 2022 31 Dec 2021 028-18797
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2021 30 Sep 2021 028-18797
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Aug 2021 30 Jun 2021 028-18797
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 May 2021 31 Mar 2021 028-18797
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Feb 2021 31 Dec 2020 028-18797
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2020 30 Jun 2020 028-18797
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 May 2020 31 Mar 2020 028-18797
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Feb 2020 31 Dec 2019 028-18797
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Oct 2019 30 Sep 2019 028-18797
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jul 2019 30 Jun 2019 028-18797
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Apr 2019 31 Mar 2019 028-18797
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Oct 2018 30 Sep 2018 028-18797
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2018 30 Jun 2018 028-18797
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 May 2018 31 Mar 2018 028-18797

About this filer

Financial Gravity Asset Management, Inc. files with the SEC under CIK 0001741736. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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