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Disclosery

GRIES FINANCIAL LLC: IVW position timeline

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

GRIES FINANCIAL LLC held 8,383 IVW 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 8,383 shares
    Change vs previous 13F -65 shares

    0.16% of the 13F portfolio, value $1,011,996.

    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 8,448 shares
    Change vs previous 13F -4,366 shares

    0.17% of the 13F portfolio, value $930,125.

    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 12,814 shares
    Change vs previous 13F -11,334 shares

    0.23% of the 13F portfolio, value $1,189,524.

    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 24,148 shares
    Change vs previous 13F +640 shares

    0.44% of the 13F portfolio, value $2,451,746.

    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 23,508 shares
    Change vs previous 13F -9,231 shares

    0.42% of the 13F portfolio, value $2,250,891.

    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 32,739 shares
    Change vs previous 13F -848 shares

    0.62% of the 13F portfolio, value $3,029,667.

    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 33,587 shares
    Change vs previous 13F -36,594 shares

    0.47% of the 13F portfolio, value $2,836,086.

    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 70,181 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $5,270,627.

    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).