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Disclosery

GRIES FINANCIAL LLC: SCHD position timeline

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

GRIES FINANCIAL LLC held 41,641 SCHD 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 41,641 shares
    Change vs previous 13F +1,978 shares

    0.18% of the 13F portfolio, value $1,136,799.

    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 39,663 shares
    Change vs previous 13F -1,029 shares

    0.19% of the 13F portfolio, value $1,051,070.

    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 40,692 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,137,748.

    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 40,692 shares
    Change vs previous 13F +26,619 shares

    0.2% of the 13F portfolio, value $1,111,705.

    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 14,073 shares
    Change vs previous 13F +306 shares

    0.22% of the 13F portfolio, value $1,189,591.

    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 13,767 shares
    Change vs previous 13F -311 shares

    0.22% of the 13F portfolio, value $1,070,522.

    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 14,078 shares
    Change vs previous 13F +311 shares

    0.19% of the 13F portfolio, value $1,135,109.

    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 13,767 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,048,082.

    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).