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Disclosery

GRIES FINANCIAL LLC: VOO position timeline

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

GRIES FINANCIAL LLC held 10,155 VOO 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 10,155 shares
    Change vs previous 13F -304 shares

    0.98% of the 13F portfolio, value $6,218,719.

    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 10,459 shares
    Change vs previous 13F -136 shares

    1.08% of the 13F portfolio, value $5,941,026.

    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 10,595 shares
    Change vs previous 13F -1,067 shares

    1.06% of the 13F portfolio, value $5,444,876.

    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 11,662 shares
    Change vs previous 13F +2,131 shares

    1.12% of the 13F portfolio, value $6,283,602.

    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 9,531 shares
    Change vs previous 13F +2,774 shares

    0.94% of the 13F portfolio, value $5,029,223.

    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 6,757 shares
    Change vs previous 13F -6,837 shares

    0.69% of the 13F portfolio, value $3,379,378.

    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 13,594 shares
    Change vs previous 13F +10,853 shares

    1.09% of the 13F portfolio, value $6,534,636.

    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 2,741 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,197,269.

    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).