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Disclosery

GRIES FINANCIAL LLC: IWD position timeline

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

GRIES FINANCIAL LLC held 11,127 IWD 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 11,127 shares
    Change vs previous 13F +19 shares

    0.36% of the 13F portfolio, value $2,265,322.

    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 11,108 shares
    Change vs previous 13F +61 shares

    0.39% of the 13F portfolio, value $2,157,536.

    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 11,047 shares
    Change vs previous 13F -7 shares

    0.4% of the 13F portfolio, value $2,078,540.

    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 11,054 shares
    Change vs previous 13F +270 shares

    0.36% of the 13F portfolio, value $2,046,410.

    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 10,784 shares
    Change vs previous 13F +733 shares

    0.38% of the 13F portfolio, value $2,046,844.

    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 10,051 shares
    Change vs previous 13F +191 shares

    0.36% of the 13F portfolio, value $1,753,560.

    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 9,860 shares
    Change vs previous 13F -84 shares

    0.3% of the 13F portfolio, value $1,766,091.

    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 9,944 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,643,176.

    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).