Skip to content
Disclosery

GYL Financial Synergies, LLC: CAG position timeline

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

GYL Financial Synergies, LLC held 106,385 CAG 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 106,385 shares
    Change vs previous 13F -10,246 shares

    0.26% of the 13F portfolio, value $3,459,653.

    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 116,631 shares
    Change vs previous 13F -7,300 shares

    0.26% of the 13F portfolio, value $3,314,649.

    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 123,931 shares
    Change vs previous 13F -11,822 shares

    0.29% of the 13F portfolio, value $3,673,324.

    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 135,753 shares
    Change vs previous 13F -6,219 shares

    0.32% of the 13F portfolio, value $3,890,678.

    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 141,972 shares
    Change vs previous 13F -34,284 shares

    0.38% of the 13F portfolio, value $3,892,880.

    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 176,256 shares
    Change vs previous 13F +40,648 shares

    0.54% of the 13F portfolio, value $5,943,365.

    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 135,608 shares
    Change vs previous 13F +135,608 shares

    0.61% of the 13F portfolio, value $5,093,431.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.