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Disclosery

GRIES FINANCIAL LLC: IVV position timeline

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

GRIES FINANCIAL LLC held 116,116 IVV 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 116,116 shares
    Change vs previous 13F +451 shares

    12.28% of the 13F portfolio, value $77,716,249.

    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 115,665 shares
    Change vs previous 13F +392 shares

    13.07% of the 13F portfolio, value $71,816,177.

    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 115,273 shares
    Change vs previous 13F -1,071 shares

    12.56% of the 13F portfolio, value $64,772,151.

    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 116,344 shares
    Change vs previous 13F -1,168 shares

    12.16% of the 13F portfolio, value $68,489,229.

    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 117,512 shares
    Change vs previous 13F +328 shares

    12.69% of the 13F portfolio, value $67,783,283.

    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 117,184 shares
    Change vs previous 13F -407 shares

    13.19% of the 13F portfolio, value $64,126,421.

    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 117,591 shares
    Change vs previous 13F -50 shares

    10.33% of the 13F portfolio, value $61,821,163.

    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 117,641 shares
    Change vs previous 13F not available

    12.35% of the 13F portfolio, value $56,188,635.

    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).