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GRIES FINANCIAL LLC: CFG position timeline

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

GRIES FINANCIAL LLC held 7,331 CFG 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 7,331 shares
    Change vs previous 13F +243 shares

    0.06% of the 13F portfolio, value $389,716.

    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 7,088 shares
    Change vs previous 13F +674 shares

    0.06% of the 13F portfolio, value $317,188.

    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 6,414 shares
    Change vs previous 13F -1,341 shares

    0.05% of the 13F portfolio, value $262,782.

    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 7,755 shares
    Change vs previous 13F +1,466 shares

    0.06% of the 13F portfolio, value $339,359.

    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 6,289 shares
    Change vs previous 13F +131 shares

    0.05% of the 13F portfolio, value $258,289.

    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 6,158 shares
    Change vs previous 13F +535 shares

    0.05% of the 13F portfolio, value $221,873.

    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 5,623 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $204,059.

    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).