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GYL Financial Synergies, LLC: IBB position timeline

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

GYL Financial Synergies, LLC held 70,379 IBB 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 70,379 shares
    Change vs previous 13F +485 shares

    0.77% of the 13F portfolio, value $10,247,199.

    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 69,894 shares
    Change vs previous 13F +825 shares

    0.74% of the 13F portfolio, value $9,593,666.

    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 69,069 shares
    Change vs previous 13F -380 shares

    0.74% of the 13F portfolio, value $9,477,664.

    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 69,449 shares
    Change vs previous 13F -1,403 shares

    0.78% of the 13F portfolio, value $9,434,662.

    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 70,852 shares
    Change vs previous 13F -873 shares

    0.84% of the 13F portfolio, value $8,664,505.

    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 71,725 shares
    Change vs previous 13F -1,015 shares

    0.83% of the 13F portfolio, value $9,106,241.

    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 72,740 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $9,395,134.

    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).