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Disclosery

GRIES FINANCIAL LLC: DOX position timeline

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

GRIES FINANCIAL LLC held 19,662 DOX 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 19,662 shares
    Change vs previous 13F +398 shares

    0.25% of the 13F portfolio, value $1,613,256.

    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 19,264 shares
    Change vs previous 13F +676 shares

    0.32% of the 13F portfolio, value $1,757,642.

    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 18,588 shares
    Change vs previous 13F -883 shares

    0.33% of the 13F portfolio, value $1,700,802.

    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 19,471 shares
    Change vs previous 13F -724 shares

    0.29% of the 13F portfolio, value $1,657,761.

    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 20,195 shares
    Change vs previous 13F +4,795 shares

    0.33% of the 13F portfolio, value $1,766,659.

    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 15,400 shares
    Change vs previous 13F -460 shares

    0.25% of the 13F portfolio, value $1,215,371.

    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 15,860 shares
    Change vs previous 13F -43 shares

    0.24% of the 13F portfolio, value $1,433,268.

    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 15,903 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,397,711.

    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).