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Disclosery

GRIES FINANCIAL LLC: ATO position timeline

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

GRIES FINANCIAL LLC held 9,836 ATO 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 9,836 shares
    Change vs previous 13F +927 shares

    0.27% of the 13F portfolio, value $1,679,497.

    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 8,909 shares
    Change vs previous 13F -582 shares

    0.25% of the 13F portfolio, value $1,372,966.

    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 9,491 shares
    Change vs previous 13F -188 shares

    0.28% of the 13F portfolio, value $1,467,119.

    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 9,679 shares
    Change vs previous 13F -441 shares

    0.24% of the 13F portfolio, value $1,347,994.

    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 10,120 shares
    Change vs previous 13F -2,480 shares

    0.26% of the 13F portfolio, value $1,403,745.

    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 12,600 shares
    Change vs previous 13F +391 shares

    0.3% of the 13F portfolio, value $1,469,790.

    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 12,209 shares
    Change vs previous 13F +142 shares

    0.24% of the 13F portfolio, value $1,451,284.

    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 12,067 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,398,565.

    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).