Financial Gravity Companies, Inc. VOC VOC ENERGY TR

Ownership history in Financial Gravity Companies, Inc.  ·  2 quarters on record

AI Ownership Summary

Financial Gravity Companies, Inc. reported VOC ENERGY TR (VOC) in 2 quarterly 13F filings from 2025 Q2 through 2026 Q2. The latest visible filing shows VOC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VOC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Gravity Companies, Inc.'s position in VOC ENERGY TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VOC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Financial Gravity Companies, Inc. held VOC — position size vs. price
% of Fund (quarterly)    VOC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 4,000 +986 +32.7% 0.00% $12K 2026-08-05 $2.95
2025 Q2 INITIATED 3,014 0.00% $8K 2025-08-08 $2.33

FAQ About Financial Gravity Companies, Inc. and VOC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Gravity Companies, Inc. reported owning VOC?

Financial Gravity Companies, Inc. reported VOC across 2 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported VOC position in Financial Gravity Companies, Inc.'s portfolio?

The largest reported portfolio weight for VOC was 0.00% in 2026 Q2.

What is the latest reported VOC position on this page?

The most recent filing on this page is 2026 Q2, when Financial Gravity Companies, Inc. reported 4,000 shares, equal to 0.00% of portfolio, with an estimated market value of $12K.

What does the chart on this VOC ownership page compare?

The chart compares Financial Gravity Companies, Inc.'s quarterly VOC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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