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Disclosery

GRIES FINANCIAL LLC: USMV position timeline

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

GRIES FINANCIAL LLC held 13,819 USMV 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 13,819 shares
    Change vs previous 13F -154 shares

    0.21% of the 13F portfolio, value $1,314,740.

    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 13,973 shares
    Change vs previous 13F -3,430 shares

    0.24% of the 13F portfolio, value $1,311,646.

    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 17,403 shares
    Change vs previous 13F +2,159 shares

    0.32% of the 13F portfolio, value $1,629,965.

    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 15,244 shares
    Change vs previous 13F -766 shares

    0.24% of the 13F portfolio, value $1,353,515.

    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 16,010 shares
    Change vs previous 13F -4,943 shares

    0.27% of the 13F portfolio, value $1,461,873.

    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 20,953 shares
    Change vs previous 13F -8,133 shares

    0.36% of the 13F portfolio, value $1,759,187.

    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 29,086 shares
    Change vs previous 13F -28,855 shares

    0.41% of the 13F portfolio, value $2,430,982.

    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 57,941 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $4,521,115.

    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).