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GYL Financial Synergies, LLC: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GYL Financial Synergies, LLC on AXP, newest first. How the timeline and the estimate are built.

GYL Financial Synergies, LLC held 23,183 AXP shares at 2024-09-30 per its 13F-HR filed 2024-11-07.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 23,183 shares
    Change vs previous 13F -182 shares

    0.47% of the 13F portfolio, value $6,287,211.

    13F-HR 0001725547-24-006097 filed by GYL Financial Synergies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-06-30
    13F 23,365 shares
    Change vs previous 13F +1 shares

    0.42% of the 13F portfolio, value $5,410,202.

    13F-HR 0001725547-24-003438 filed by GYL Financial Synergies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 23,364 shares
    Change vs previous 13F -509 shares

    0.42% of the 13F portfolio, value $5,319,838.

    13F-HR 0001725547-24-002148 filed by GYL Financial Synergies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-12-31
    13F 23,873 shares
    Change vs previous 13F -114 shares

    0.37% of the 13F portfolio, value $4,472,302.

    13F-HR 0001725547-24-000508 filed by GYL Financial Synergies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-09-30
    13F 23,987 shares
    Change vs previous 13F +242 shares

    0.35% of the 13F portfolio, value $3,578,568.

    13F-HR 0001725547-23-001737 filed by GYL Financial Synergies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-06-30
    13F 23,745 shares
    Change vs previous 13F +15,806 shares

    0.38% of the 13F portfolio, value $4,136,330.

    13F-HR 0001725547-23-000252 filed by GYL Financial Synergies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-03-31
    13F 7,939 shares
    Change vs previous 13F +4,134 shares

    0.16% of the 13F portfolio, value $1,309,493.

    13F-HR 0001725547-23-000134 filed by GYL Financial Synergies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-12-31
    13F 3,805 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $562,188.

    13F-HR 0001725547-23-000020 filed by GYL Financial Synergies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).