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Disclosery

GRIES FINANCIAL LLC: ICVT position timeline

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

GRIES FINANCIAL LLC held 12,312 ICVT 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 12,312 shares
    Change vs previous 13F -224 shares

    0.19% of the 13F portfolio, value $1,231,816.

    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 12,536 shares
    Change vs previous 13F +1,328 shares

    0.21% of the 13F portfolio, value $1,129,494.

    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 11,208 shares
    Change vs previous 13F +95 shares

    0.18% of the 13F portfolio, value $937,101.

    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 11,113 shares
    Change vs previous 13F +1,916 shares

    0.17% of the 13F portfolio, value $944,272.

    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 9,197 shares
    Change vs previous 13F +2,489 shares

    0.14% of the 13F portfolio, value $769,513.

    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 6,708 shares
    Change vs previous 13F +1,102 shares

    0.11% of the 13F portfolio, value $527,450.

    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 5,606 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $447,527.

    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).