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Disclosery

GRIES FINANCIAL LLC: CGDV position timeline

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

GRIES FINANCIAL LLC held 55,597 CGDV 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 55,597 shares
    Change vs previous 13F +1,366 shares

    0.37% of the 13F portfolio, value $2,336,742.

    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 54,231 shares
    Change vs previous 13F +2,924 shares

    0.39% of the 13F portfolio, value $2,141,582.

    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 51,307 shares
    Change vs previous 13F +129 shares

    0.35% of the 13F portfolio, value $1,828,581.

    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 51,178 shares
    Change vs previous 13F +43,058 shares

    0.32% of the 13F portfolio, value $1,804,536.

    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 8,120 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $295,893.

    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).