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Disclosery

GYL Financial Synergies, LLC: HLN position timeline

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

GYL Financial Synergies, LLC held 24,724 HLN 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 24,724 shares
    Change vs previous 13F -17,398 shares

    0.02% of the 13F portfolio, value $261,578.

    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 42,122 shares
    Change vs previous 13F -972 shares

    0.03% of the 13F portfolio, value $347,930.

    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 43,094 shares
    Change vs previous 13F -493 shares

    0.03% of the 13F portfolio, value $365,868.

    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 43,587 shares
    Change vs previous 13F -3 shares

    0.03% of the 13F portfolio, value $358,721.

    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 43,590 shares
    Change vs previous 13F -509 shares

    0.04% of the 13F portfolio, value $363,105.

    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 44,099 shares
    Change vs previous 13F +18,179 shares

    0.03% of the 13F portfolio, value $369,550.

    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 25,920 shares
    Change vs previous 13F +13,848 shares

    0.03% of the 13F portfolio, value $210,989.

    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 12,072 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $96,576.

    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).