Skip to content
Disclosery

GRIES FINANCIAL LLC: OEF position timeline

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

GRIES FINANCIAL LLC held 678 OEF 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 678 shares
    Change vs previous 13F -47 shares

    0.04% of the 13F portfolio, value $225,666.

    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 725 shares
    Change vs previous 13F -3,391 shares

    0.04% of the 13F portfolio, value $220,654.

    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 4,116 shares
    Change vs previous 13F -7,179 shares

    0.22% of the 13F portfolio, value $1,114,736.

    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 11,295 shares
    Change vs previous 13F -410 shares

    0.58% of the 13F portfolio, value $3,262,561.

    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 11,705 shares
    Change vs previous 13F +4,322 shares

    0.61% of the 13F portfolio, value $3,239,476.

    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 7,383 shares
    Change vs previous 13F -10,739 shares

    0.4% of the 13F portfolio, value $1,951,327.

    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 18,122 shares
    Change vs previous 13F +16,695 shares

    0.75% of the 13F portfolio, value $4,483,564.

    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 1,427 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $318,778.

    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).