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Disclosery

GRIES FINANCIAL LLC: AVGO position timeline

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

GRIES FINANCIAL LLC held 8,411 AVGO 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 8,411 shares
    Change vs previous 13F +463 shares

    0.44% of the 13F portfolio, value $2,774,873.

    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 7,948 shares
    Change vs previous 13F +1,703 shares

    0.4% of the 13F portfolio, value $2,190,866.

    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 6,245 shares
    Change vs previous 13F +181 shares

    0.2% of the 13F portfolio, value $1,045,600.

    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 6,064 shares
    Change vs previous 13F +2,281 shares

    0.25% of the 13F portfolio, value $1,405,878.

    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 3,783 shares
    Change vs previous 13F +3,428 shares

    0.12% of the 13F portfolio, value $652,568.

    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 355 shares
    Change vs previous 13F -130 shares

    0.12% of the 13F portfolio, value $569,963.

    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 485 shares
    Change vs previous 13F +98 shares

    0.11% of the 13F portfolio, value $642,824.

    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 387 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $431,989.

    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).