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Disclosery

GRIES FINANCIAL LLC: IYW position timeline

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

GRIES FINANCIAL LLC held 58,664 IYW 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 58,664 shares
    Change vs previous 13F -2,452 shares

    1.82% of the 13F portfolio, value $11,489,894.

    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 61,116 shares
    Change vs previous 13F -3,618 shares

    1.93% of the 13F portfolio, value $10,589,531.

    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 64,734 shares
    Change vs previous 13F -12,137 shares

    1.76% of the 13F portfolio, value $9,091,204.

    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 76,871 shares
    Change vs previous 13F -2,217 shares

    2.18% of the 13F portfolio, value $12,262,409.

    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 79,088 shares
    Change vs previous 13F +2,046 shares

    2.24% of the 13F portfolio, value $11,991,387.

    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 77,042 shares
    Change vs previous 13F -4,528 shares

    2.38% of the 13F portfolio, value $11,594,875.

    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 81,570 shares
    Change vs previous 13F +171 shares

    1.84% of the 13F portfolio, value $11,016,886.

    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 81,399 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $9,991,758.

    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).