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GRIES FINANCIAL LLC: EVRG position timeline

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

GRIES FINANCIAL LLC held 3,423 EVRG 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 3,423 shares
    Change vs previous 13F -61 shares

    0.04% of the 13F portfolio, value $260,216.

    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 3,484 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $240,152.

    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 3,484 shares
    Change vs previous 13F +65 shares

    0.05% of the 13F portfolio, value $240,222.

    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 3,419 shares
    Change vs previous 13F +45 shares

    0.04% of the 13F portfolio, value $210,439.

    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 3,374 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $209,222.

    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).