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Disclosery

GRIES FINANCIAL LLC: IWO position timeline

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

GRIES FINANCIAL LLC held 1,918 IWO 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 1,918 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $613,977.

    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 1,918 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $548,189.

    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 1,917 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $489,829.

    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 1,916 shares
    Change vs previous 13F +2 shares

    0.1% of the 13F portfolio, value $551,448.

    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 1,914 shares
    Change vs previous 13F +2 shares

    0.1% of the 13F portfolio, value $543,447.

    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 1,912 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $502,033.

    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 1,911 shares
    Change vs previous 13F -50 shares

    0.09% of the 13F portfolio, value $517,590.

    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 1,961 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $494,479.

    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).