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Disclosery

GRIES FINANCIAL LLC: ITOT position timeline

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

GRIES FINANCIAL LLC held 2,185 ITOT 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 2,185 shares
    Change vs previous 13F -19,919 shares

    0.05% of the 13F portfolio, value $318,245.

    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 22,104 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $2,984,924.

    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 22,104 shares
    Change vs previous 13F +564 shares

    0.52% of the 13F portfolio, value $2,696,909.

    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 21,540 shares
    Change vs previous 13F +80 shares

    0.49% of the 13F portfolio, value $2,770,475.

    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 21,460 shares
    Change vs previous 13F -111 shares

    0.5% of the 13F portfolio, value $2,695,805.

    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 21,571 shares
    Change vs previous 13F +176 shares

    0.53% of the 13F portfolio, value $2,562,203.

    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 21,395 shares
    Change vs previous 13F -15,996 shares

    0.41% of the 13F portfolio, value $2,466,844.

    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 37,391 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $3,934,655.

    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).