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Financial Gravity Companies, Inc. Current Holdings: USA Preferred Shares

Financial Gravity Companies, Inc. current holdings: USA Preferred Shares

Financial Gravity Companies, Inc. reported $0.00 billion in preferred shares (listed in the US), 3 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are NEXPOINT REAL ES 9 PFDPFD SER B, MORGAN STANLEY FIN 0 PFD DUE 05/06/27SUBJ TO XTRO REDEMPTION, SEARS ROEBUCK ACCE 7 PFD DUE 07/15/42SUBJ TO XTRO REDEMPTION.

  • NEXPOINT REAL ES 9 PFDPFD SER B: Country of operation —; Class PREFERRED STOCK; Shares 1,500; Value $37,500.
  • MORGAN STANLEY FIN 0 PFD DUE 05/06/27SUBJ TO XTRO REDEMPTION: Country of operation —; Class PREFERRED DEBT; Shares 1,500; Value $26,342.
  • SEARS ROEBUCK ACCE 7 PFD DUE 07/15/42SUBJ TO XTRO REDEMPTION: Country of operation —; Class PREFERRED DEBT; Shares 75; Value $0.

Form 13F-HR as filed (SEC CIK 1377167): quarter ended 2026-06-30, filed 2026-08-05. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

StockCountry of operationClassSharesValueQuarter endFiled
NEXPOINT REAL ES 9 PFDPFD SER B
CUSIP 65342V739
PREFERRED STOCK1,500$37,5002026-06-302026-08-05
MORGAN STANLEY FIN 0 PFD DUE 05/06/27SUBJ TO XTRO REDEMPTION
CUSIP 61772X287
PREFERRED DEBT1,500$26,3422026-06-302026-08-05
SEARS ROEBUCK ACCE 7 PFD DUE 07/15/42SUBJ TO XTRO REDEMPTION
CUSIP 812404408
PREFERRED DEBT75$02026-06-302026-08-05

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