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Disclosery

GRIES FINANCIAL LLC: SEIC position timeline

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

GRIES FINANCIAL LLC held 19,382 SEIC 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 19,382 shares
    Change vs previous 13F -10,465 shares

    0.26% of the 13F portfolio, value $1,644,563.

    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 29,847 shares
    Change vs previous 13F +1,773 shares

    0.49% of the 13F portfolio, value $2,682,051.

    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 28,074 shares
    Change vs previous 13F -2,339 shares

    0.42% of the 13F portfolio, value $2,179,367.

    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 30,413 shares
    Change vs previous 13F -598 shares

    0.45% of the 13F portfolio, value $2,508,464.

    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 31,011 shares
    Change vs previous 13F -7,649 shares

    0.4% of the 13F portfolio, value $2,145,617.

    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 38,660 shares
    Change vs previous 13F -1,117 shares

    0.51% of the 13F portfolio, value $2,500,915.

    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 39,777 shares
    Change vs previous 13F -174 shares

    0.48% of the 13F portfolio, value $2,859,966.

    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 39,951 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,538,886.

    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).