Skip to content
Disclosery

GRIES FINANCIAL LLC: XEL position timeline

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

GRIES FINANCIAL LLC held 3,657 XEL 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 3,657 shares
    Change vs previous 13F +159 shares

    0.05% of the 13F portfolio, value $294,937.

    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 3,498 shares
    Change vs previous 13F -195 shares

    0.04% of the 13F portfolio, value $238,214.

    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 3,693 shares
    Change vs previous 13F -31 shares

    0.05% of the 13F portfolio, value $261,427.

    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 3,724 shares
    Change vs previous 13F +647 shares

    0.04% of the 13F portfolio, value $251,444.

    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 3,077 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $200,928.

    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).