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Disclosery

GRIES FINANCIAL LLC: IWR position timeline

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

GRIES FINANCIAL LLC held 15,141 IWR 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 15,141 shares
    Change vs previous 13F -858 shares

    0.23% of the 13F portfolio, value $1,461,894.

    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 15,999 shares
    Change vs previous 13F -5,239 shares

    0.27% of the 13F portfolio, value $1,471,453.

    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 21,238 shares
    Change vs previous 13F +4,771 shares

    0.35% of the 13F portfolio, value $1,806,739.

    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 16,467 shares
    Change vs previous 13F +2,135 shares

    0.26% of the 13F portfolio, value $1,455,706.

    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 14,332 shares
    Change vs previous 13F +4,913 shares

    0.24% of the 13F portfolio, value $1,263,246.

    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 9,419 shares
    Change vs previous 13F -10,982 shares

    0.16% of the 13F portfolio, value $763,714.

    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 20,401 shares
    Change vs previous 13F +14,036 shares

    0.29% of the 13F portfolio, value $1,715,542.

    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 6,365 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $494,772.

    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).