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GYL Financial Synergies, LLC: CAT position timeline

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

GYL Financial Synergies, LLC held 5,078 CAT 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 5,078 shares
    Change vs previous 13F +97 shares

    0.15% of the 13F portfolio, value $1,986,043.

    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 4,981 shares
    Change vs previous 13F -503 shares

    0.13% of the 13F portfolio, value $1,659,181.

    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 5,484 shares
    Change vs previous 13F +189 shares

    0.16% of the 13F portfolio, value $2,009,662.

    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 5,295 shares
    Change vs previous 13F +173 shares

    0.13% of the 13F portfolio, value $1,565,466.

    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 5,122 shares
    Change vs previous 13F +24 shares

    0.14% of the 13F portfolio, value $1,398,406.

    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 5,098 shares
    Change vs previous 13F +2,594 shares

    0.11% of the 13F portfolio, value $1,254,439.

    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 2,504 shares
    Change vs previous 13F +380 shares

    0.07% of the 13F portfolio, value $573,115.

    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 2,124 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $508,784.

    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).