GRIES FINANCIAL LLC quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, GRIES FINANCIAL LLC opened 37 positions, added to 121, reduced 46, sold out of 15 and left 3 unchanged. The largest increase in value was AAPL (+$1,963,590); the largest decrease was HAS (-$1,852,439).
- GE: Country of operation United States; Class COM NEW; Shares 2025-06-30 2,773; Shares 2025-09-30 2,773.
- BXSL: Country of operation United States; Class COMMON STOCK; Shares 2025-06-30 18,232; Shares 2025-09-30 18,232.
- PNNT: Country of operation United States; Class COM; Shares 2025-06-30 43,935; Shares 2025-09-30 43,935.
Two Form 13F-HR filings compared (SEC CIK 1049662): 2025-06-30 (filed 2025-07-14) and 2025-09-30 (filed 2025-10-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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