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Disclosery

GRIES FINANCIAL LLC: JEPI position timeline

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

GRIES FINANCIAL LLC held 132,475 JEPI 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 132,475 shares
    Change vs previous 13F +52,671 shares

    1.2% of the 13F portfolio, value $7,564,329.

    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 79,804 shares
    Change vs previous 13F -91 shares

    0.83% of the 13F portfolio, value $4,536,857.

    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 79,895 shares
    Change vs previous 13F +3,035 shares

    0.88% of the 13F portfolio, value $4,565,200.

    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 76,860 shares
    Change vs previous 13F +25,590 shares

    0.79% of the 13F portfolio, value $4,421,756.

    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 51,270 shares
    Change vs previous 13F +3,926 shares

    0.57% of the 13F portfolio, value $3,051,078.

    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 47,344 shares
    Change vs previous 13F +3,429 shares

    0.55% of the 13F portfolio, value $2,683,458.

    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 43,915 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,540,922.

    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).