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Disclosery

GRIES FINANCIAL LLC: CI position timeline

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

GRIES FINANCIAL LLC held 5,386 CI 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 5,386 shares
    Change vs previous 13F -147 shares

    0.25% of the 13F portfolio, value $1,552,515.

    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 5,533 shares
    Change vs previous 13F +16 shares

    0.33% of the 13F portfolio, value $1,829,099.

    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 5,517 shares
    Change vs previous 13F -273 shares

    0.35% of the 13F portfolio, value $1,814,929.

    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 5,790 shares
    Change vs previous 13F -368 shares

    0.28% of the 13F portfolio, value $1,598,851.

    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 6,158 shares
    Change vs previous 13F -1,411 shares

    0.4% of the 13F portfolio, value $2,133,378.

    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 7,569 shares
    Change vs previous 13F -3 shares

    0.51% of the 13F portfolio, value $2,502,084.

    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 7,572 shares
    Change vs previous 13F +71 shares

    0.46% of the 13F portfolio, value $2,750,075.

    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 7,501 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,246,174.

    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).