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Disclosery

GRIES FINANCIAL LLC: BNY position timeline

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

GRIES FINANCIAL LLC held 20,320 BNY 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 20,320 shares
    Change vs previous 13F +2,227 shares

    0.35% of the 13F portfolio, value $2,214,067.

    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 18,093 shares
    Change vs previous 13F +477 shares

    0.3% of the 13F portfolio, value $1,648,453.

    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 17,616 shares
    Change vs previous 13F -3,331 shares

    0.29% of the 13F portfolio, value $1,477,454.

    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 20,947 shares
    Change vs previous 13F -85 shares

    0.29% of the 13F portfolio, value $1,609,358.

    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 21,032 shares
    Change vs previous 13F -4,600 shares

    0.28% of the 13F portfolio, value $1,511,360.

    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 25,632 shares
    Change vs previous 13F -16,917 shares

    0.32% of the 13F portfolio, value $1,535,100.

    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 42,549 shares
    Change vs previous 13F -270 shares

    0.41% of the 13F portfolio, value $2,451,673.

    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 42,819 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,228,729.

    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).