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GYL Financial Synergies, LLC: DUK position timeline

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

GYL Financial Synergies, LLC held 15,128 DUK 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 15,128 shares
    Change vs previous 13F -746 shares

    0.13% of the 13F portfolio, value $1,744,265.

    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 15,874 shares
    Change vs previous 13F -600 shares

    0.12% of the 13F portfolio, value $1,591,097.

    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 16,474 shares
    Change vs previous 13F +160 shares

    0.12% of the 13F portfolio, value $1,593,245.

    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 16,314 shares
    Change vs previous 13F +612 shares

    0.13% of the 13F portfolio, value $1,583,155.

    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 15,702 shares
    Change vs previous 13F +195 shares

    0.13% of the 13F portfolio, value $1,385,899.

    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 15,507 shares
    Change vs previous 13F +3,214 shares

    0.13% of the 13F portfolio, value $1,391,639.

    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 12,293 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,185,950.

    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).