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Disclosery

GRIES FINANCIAL LLC: LQD position timeline

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

GRIES FINANCIAL LLC held 12,730 LQD 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 12,730 shares
    Change vs previous 13F -141 shares

    0.22% of the 13F portfolio, value $1,418,993.

    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 12,871 shares
    Change vs previous 13F -446 shares

    0.26% of the 13F portfolio, value $1,410,774.

    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 13,317 shares
    Change vs previous 13F -538 shares

    0.28% of the 13F portfolio, value $1,447,392.

    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 13,855 shares
    Change vs previous 13F +378 shares

    0.26% of the 13F portfolio, value $1,480,255.

    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 13,477 shares
    Change vs previous 13F -2,562 shares

    0.28% of the 13F portfolio, value $1,522,604.

    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 16,039 shares
    Change vs previous 13F -24,301 shares

    0.35% of the 13F portfolio, value $1,718,086.

    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 40,340 shares
    Change vs previous 13F +18,066 shares

    0.73% of the 13F portfolio, value $4,393,851.

    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 22,274 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,464,836.

    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).