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Disclosery

GRIES FINANCIAL LLC: JEPQ position timeline

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

GRIES FINANCIAL LLC held 204,022 JEPQ 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 204,022 shares
    Change vs previous 13F +130,460 shares

    1.85% of the 13F portfolio, value $11,734,994.

    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 73,562 shares
    Change vs previous 13F +6,005 shares

    0.73% of the 13F portfolio, value $4,001,789.

    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 67,557 shares
    Change vs previous 13F -5,131 shares

    0.68% of the 13F portfolio, value $3,498,101.

    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 72,688 shares
    Change vs previous 13F +28,861 shares

    0.73% of the 13F portfolio, value $4,098,121.

    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 43,827 shares
    Change vs previous 13F +330 shares

    0.45% of the 13F portfolio, value $2,407,418.

    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 43,497 shares
    Change vs previous 13F +894 shares

    0.5% of the 13F portfolio, value $2,414,093.

    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 42,603 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,310,806.

    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).