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Disclosery

GRIES FINANCIAL LLC: WEC position timeline

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

GRIES FINANCIAL LLC held 19,168 WEC 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 19,168 shares
    Change vs previous 13F +621 shares

    0.35% of the 13F portfolio, value $2,196,461.

    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 18,547 shares
    Change vs previous 13F +1,075 shares

    0.35% of the 13F portfolio, value $1,932,597.

    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 17,472 shares
    Change vs previous 13F -2,119 shares

    0.37% of the 13F portfolio, value $1,904,099.

    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 19,591 shares
    Change vs previous 13F -103 shares

    0.33% of the 13F portfolio, value $1,842,338.

    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 19,694 shares
    Change vs previous 13F -4,872 shares

    0.35% of the 13F portfolio, value $1,894,169.

    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 24,566 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,927,448.

    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).