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Disclosery

GRIES FINANCIAL LLC: TD position timeline

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

GRIES FINANCIAL LLC held 0 TD shares at 2024-12-31 per its 13F-HR filed 2025-01-23.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -24,566 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-09-30
    13F 24,566 shares
    Change vs previous 13F -6,188 shares

    0.29% of the 13F portfolio, value $1,554,045.

    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).

  3. period ended2024-06-30
    13F 30,754 shares
    Change vs previous 13F -488 shares

    0.35% of the 13F portfolio, value $1,690,240.

    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).

  4. period ended2024-03-31
    13F/A 31,242 shares
    Change vs previous 13F -304 shares

    0.32% of the 13F portfolio, value $1,886,392.

    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).

  5. period ended2023-12-31
    13F 31,546 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $2,038,503.

    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).