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GYL Financial Synergies, LLC: BRK-B position timeline

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

GYL Financial Synergies, LLC held 34,402 BRK-B 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 34,402 shares
    Change vs previous 13F -578 shares

    1.19% of the 13F portfolio, value $15,833,749.

    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 34,980 shares
    Change vs previous 13F -670 shares

    1.1% of the 13F portfolio, value $14,229,762.

    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 35,650 shares
    Change vs previous 13F +313 shares

    1.18% of the 13F portfolio, value $14,991,433.

    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 35,337 shares
    Change vs previous 13F -372 shares

    1.04% of the 13F portfolio, value $12,603,205.

    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 35,709 shares
    Change vs previous 13F -616 shares

    1.22% of the 13F portfolio, value $12,508,775.

    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 36,325 shares
    Change vs previous 13F -2,900 shares

    1.13% of the 13F portfolio, value $12,386,740.

    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 39,225 shares
    Change vs previous 13F +26,489 shares

    1.45% of the 13F portfolio, value $12,111,426.

    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 12,736 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $3,934,073.

    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).