Skip to content
Disclosery

GRIES FINANCIAL LLC: TLT position timeline

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

GRIES FINANCIAL LLC held 2,955 TLT 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 2,955 shares
    Change vs previous 13F -1,534 shares

    0.04% of the 13F portfolio, value $264,088.

    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 4,489 shares
    Change vs previous 13F -1,919 shares

    0.07% of the 13F portfolio, value $396,154.

    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 6,408 shares
    Change vs previous 13F -30,972 shares

    0.11% of the 13F portfolio, value $583,320.

    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 37,380 shares
    Change vs previous 13F -15,656 shares

    0.58% of the 13F portfolio, value $3,264,419.

    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 53,036 shares
    Change vs previous 13F +1,300 shares

    0.97% of the 13F portfolio, value $5,202,809.

    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 51,736 shares
    Change vs previous 13F +170 shares

    0.98% of the 13F portfolio, value $4,748,309.

    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 51,566 shares
    Change vs previous 13F -18,358 shares

    0.82% of the 13F portfolio, value $4,879,153.

    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 69,924 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $6,914,062.

    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).