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Disclosery

GRIES FINANCIAL LLC: TROW position timeline

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

GRIES FINANCIAL LLC held 20,372 TROW 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 20,372 shares
    Change vs previous 13F +6,327 shares

    0.33% of the 13F portfolio, value $2,090,982.

    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 14,045 shares
    Change vs previous 13F +1,072 shares

    0.25% of the 13F portfolio, value $1,355,343.

    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 12,973 shares
    Change vs previous 13F -1,329 shares

    0.23% of the 13F portfolio, value $1,191,830.

    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 14,302 shares
    Change vs previous 13F -62 shares

    0.29% of the 13F portfolio, value $1,617,413.

    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 14,364 shares
    Change vs previous 13F -3,648 shares

    0.29% of the 13F portfolio, value $1,564,671.

    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 18,012 shares
    Change vs previous 13F -127 shares

    0.43% of the 13F portfolio, value $2,076,983.

    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 18,139 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,211,507.

    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).