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Disclosery

GRIES FINANCIAL LLC: IWB position timeline

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

GRIES FINANCIAL LLC held 3,288 IWB 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 3,288 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,201,844.

    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 3,288 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,116,642.

    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 3,288 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,008,684.

    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 3,288 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,059,391.

    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 3,288 shares
    Change vs previous 13F +50 shares

    0.19% of the 13F portfolio, value $1,033,840.

    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 3,238 shares
    Change vs previous 13F -50 shares

    0.2% of the 13F portfolio, value $963,553.

    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 3,288 shares
    Change vs previous 13F -130 shares

    0.16% of the 13F portfolio, value $947,158.

    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 3,418 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $896,458.

    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).