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GRIES FINANCIAL LLC: MSFT position timeline

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

GRIES FINANCIAL LLC held 22,993 MSFT 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 22,993 shares
    Change vs previous 13F +807 shares

    1.88% of the 13F portfolio, value $11,909,122.

    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 22,186 shares
    Change vs previous 13F +1,519 shares

    2.01% of the 13F portfolio, value $11,035,371.

    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 20,667 shares
    Change vs previous 13F -964 shares

    1.5% of the 13F portfolio, value $7,758,003.

    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 21,631 shares
    Change vs previous 13F +640 shares

    1.62% of the 13F portfolio, value $9,117,607.

    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 20,991 shares
    Change vs previous 13F +1,308 shares

    1.69% of the 13F portfolio, value $9,032,503.

    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 19,683 shares
    Change vs previous 13F -8,543 shares

    1.81% of the 13F portfolio, value $8,797,328.

    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 28,226 shares
    Change vs previous 13F +4,066 shares

    1.98% of the 13F portfolio, value $11,875,193.

    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 24,160 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $9,085,025.

    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).