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Disclosery

GRIES FINANCIAL LLC: SPY position timeline

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

GRIES FINANCIAL LLC held 24,457 SPY 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 24,457 shares
    Change vs previous 13F +2,200 shares

    2.57% of the 13F portfolio, value $16,292,814.

    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 22,257 shares
    Change vs previous 13F -164 shares

    2.5% of the 13F portfolio, value $13,751,419.

    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 22,421 shares
    Change vs previous 13F -49 shares

    2.43% of the 13F portfolio, value $12,542,211.

    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 22,470 shares
    Change vs previous 13F -108 shares

    2.34% of the 13F portfolio, value $13,168,965.

    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 22,578 shares
    Change vs previous 13F +158 shares

    2.42% of the 13F portfolio, value $12,954,623.

    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 22,420 shares
    Change vs previous 13F -1,757 shares

    2.51% of the 13F portfolio, value $12,201,299.

    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 24,177 shares
    Change vs previous 13F -8 shares

    2.11% of the 13F portfolio, value $12,646,344.

    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 24,185 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $11,495,137.

    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).