Skip to content
Disclosery

GRIES FINANCIAL LLC: MOAT position timeline

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

GRIES FINANCIAL LLC held 20,459 MOAT 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 20,459 shares
    Change vs previous 13F -353 shares

    0.32% of the 13F portfolio, value $2,027,691.

    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 20,812 shares
    Change vs previous 13F +681 shares

    0.36% of the 13F portfolio, value $1,951,957.

    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 20,131 shares
    Change vs previous 13F -811 shares

    0.34% of the 13F portfolio, value $1,771,528.

    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 20,942 shares
    Change vs previous 13F -729 shares

    0.34% of the 13F portfolio, value $1,941,847.

    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 21,671 shares
    Change vs previous 13F +9,094 shares

    0.39% of the 13F portfolio, value $2,101,003.

    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 12,577 shares
    Change vs previous 13F -18,132 shares

    0.22% of the 13F portfolio, value $1,089,294.

    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 30,709 shares
    Change vs previous 13F +26,806 shares

    0.46% of the 13F portfolio, value $2,760,740.

    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 3,903 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $331,248.

    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).