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Disclosery

GRIES FINANCIAL LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GRIES FINANCIAL LLC on AGG, newest first. How the timeline and the estimate are built.

GRIES FINANCIAL LLC held 14,962 AGG shares at 2025-09-30 per its 13F-HR filed 2025-10-22.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 14,962 shares
    Change vs previous 13F -33 shares

    0.24% of the 13F portfolio, value $1,499,949.

    13F-HR 0001213900-25-101113 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 14,995 shares
    Change vs previous 13F -16,570 shares

    0.27% of the 13F portfolio, value $1,487,465.

    13F-HR 0001213900-25-063702 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 31,565 shares
    Change vs previous 13F -58,195 shares

    0.61% of the 13F portfolio, value $3,122,442.

    13F-HR 0001213900-25-039607 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 89,760 shares
    Change vs previous 13F +78,467 shares

    1.54% of the 13F portfolio, value $8,697,709.

    13F-HR 0001213900-25-005821 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 11,293 shares
    Change vs previous 13F +642 shares

    0.21% of the 13F portfolio, value $1,143,645.

    13F-HR 0001213900-24-088867 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 10,651 shares
    Change vs previous 13F -325 shares

    0.21% of the 13F portfolio, value $1,033,905.

    13F-HR 0001213900-24-064624 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F/A 10,976 shares
    Change vs previous 13F +485 shares

    0.18% of the 13F portfolio, value $1,075,030.

    13F-HR/A 0001213900-24-043516 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 10,491 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,041,191.

    13F-HR 0001213900-24-013205 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).