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Disclosery

GRIES FINANCIAL LLC: OBDC position timeline

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

GRIES FINANCIAL LLC held 79,697 OBDC 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 79,697 shares
    Change vs previous 13F -1,081 shares

    0.16% of the 13F portfolio, value $1,017,731.

    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 80,778 shares
    Change vs previous 13F -5,768 shares

    0.21% of the 13F portfolio, value $1,158,357.

    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 86,546 shares
    Change vs previous 13F +74,787 shares

    0.25% of the 13F portfolio, value $1,268,764.

    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 11,759 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $177,796.

    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 11,759 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $171,329.

    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 11,759 shares
    Change vs previous 13F +305 shares

    0.04% of the 13F portfolio, value $180,618.

    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 11,454 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $176,163.

    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).