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Disclosery

GRIES FINANCIAL LLC: PEP position timeline

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

GRIES FINANCIAL LLC held 14,143 PEP 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 14,143 shares
    Change vs previous 13F +2,415 shares

    0.31% of the 13F portfolio, value $1,986,243.

    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 11,728 shares
    Change vs previous 13F +695 shares

    0.28% of the 13F portfolio, value $1,548,565.

    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 11,033 shares
    Change vs previous 13F -552 shares

    0.32% of the 13F portfolio, value $1,654,288.

    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 11,585 shares
    Change vs previous 13F -49 shares

    0.31% of the 13F portfolio, value $1,761,615.

    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 11,634 shares
    Change vs previous 13F -2,549 shares

    0.37% of the 13F portfolio, value $1,978,362.

    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 14,183 shares
    Change vs previous 13F -502 shares

    0.48% of the 13F portfolio, value $2,339,209.

    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 14,685 shares
    Change vs previous 13F +12,454 shares

    0.43% of the 13F portfolio, value $2,570,036.

    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 2,231 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $378,922.

    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).