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Disclosery

GRIES FINANCIAL LLC: PGX position timeline

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

GRIES FINANCIAL LLC held 15,993 PGX 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 15,993 shares
    Change vs previous 13F +170 shares

    0.03% of the 13F portfolio, value $185,519.

    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 15,823 shares
    Change vs previous 13F -26,091 shares

    0.03% of the 13F portfolio, value $176,110.

    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 41,914 shares
    Change vs previous 13F -36,747 shares

    0.09% of the 13F portfolio, value $470,275.

    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 78,661 shares
    Change vs previous 13F -888 shares

    0.16% of the 13F portfolio, value $906,961.

    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 79,549 shares
    Change vs previous 13F +23,350 shares

    0.18% of the 13F portfolio, value $982,430.

    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 56,199 shares
    Change vs previous 13F -39,696 shares

    0.13% of the 13F portfolio, value $649,098.

    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 95,895 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,139,233.

    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).