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Disclosery

GRIES FINANCIAL LLC: QUAL position timeline

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

GRIES FINANCIAL LLC held 144,451 QUAL 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 144,451 shares
    Change vs previous 13F +3,384 shares

    4.44% of the 13F portfolio, value $28,095,656.

    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 141,067 shares
    Change vs previous 13F -3,941 shares

    4.69% of the 13F portfolio, value $25,789,898.

    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 145,008 shares
    Change vs previous 13F +15,486 shares

    4.8% of the 13F portfolio, value $24,780,367.

    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 129,522 shares
    Change vs previous 13F -10,768 shares

    4.1% of the 13F portfolio, value $23,065,321.

    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 140,290 shares
    Change vs previous 13F +3,113 shares

    4.71% of the 13F portfolio, value $25,153,986.

    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 137,177 shares
    Change vs previous 13F -28,627 shares

    4.82% of the 13F portfolio, value $23,424,282.

    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 165,804 shares
    Change vs previous 13F +9,379 shares

    4.55% of the 13F portfolio, value $27,249,956.

    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 156,425 shares
    Change vs previous 13F not available

    5.06% of the 13F portfolio, value $23,016,406.

    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).