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Disclosery

GRIES FINANCIAL LLC: HEFA position timeline

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

GRIES FINANCIAL LLC held 8,807 HEFA 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 8,807 shares
    Change vs previous 13F -2,354 shares

    0.06% of the 13F portfolio, value $348,860.

    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 11,161 shares
    Change vs previous 13F -5,328 shares

    0.08% of the 13F portfolio, value $423,686.

    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 16,489 shares
    Change vs previous 13F -79,461 shares

    0.12% of the 13F portfolio, value $598,399.

    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 95,950 shares
    Change vs previous 13F +6,865 shares

    0.59% of the 13F portfolio, value $3,334,263.

    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 89,085 shares
    Change vs previous 13F +27,294 shares

    0.59% of the 13F portfolio, value $3,155,380.

    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 61,791 shares
    Change vs previous 13F +8,631 shares

    0.45% of the 13F portfolio, value $2,196,979.

    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 53,160 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,854,221.

    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).