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Disclosery

GRIES FINANCIAL LLC: IWM position timeline

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

GRIES FINANCIAL LLC held 23,437 IWM 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 23,437 shares
    Change vs previous 13F +83 shares

    0.9% of the 13F portfolio, value $5,670,883.

    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 23,354 shares
    Change vs previous 13F -27 shares

    0.92% of the 13F portfolio, value $5,039,656.

    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 23,381 shares
    Change vs previous 13F +81 shares

    0.9% of the 13F portfolio, value $4,664,260.

    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 23,300 shares
    Change vs previous 13F +834 shares

    0.91% of the 13F portfolio, value $5,148,476.

    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 22,466 shares
    Change vs previous 13F -5 shares

    0.93% of the 13F portfolio, value $4,962,449.

    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 22,471 shares
    Change vs previous 13F -123 shares

    0.94% of the 13F portfolio, value $4,559,238.

    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 22,594 shares
    Change vs previous 13F +63 shares

    0.79% of the 13F portfolio, value $4,751,591.

    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 22,531 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $4,522,284.

    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).