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Disclosery

GRIES FINANCIAL LLC: SCHX position timeline

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

GRIES FINANCIAL LLC held 14,802 SCHX 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 14,802 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $389,885.

    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 14,802 shares
    Change vs previous 13F -8,028 shares

    0.07% of the 13F portfolio, value $361,761.

    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 22,830 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $504,086.

    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 22,830 shares
    Change vs previous 13F +13,708 shares

    0.09% of the 13F portfolio, value $529,199.

    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 9,122 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $618,928.

    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 9,122 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $586,089.

    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 9,122 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $566,111.

    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 9,122 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $514,481.

    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).