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GYL Financial Synergies, LLC: IQV position timeline

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

GYL Financial Synergies, LLC held 56,262 IQV 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 56,262 shares
    Change vs previous 13F +90 shares

    1% of the 13F portfolio, value $13,332,406.

    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 56,172 shares
    Change vs previous 13F -667 shares

    0.92% of the 13F portfolio, value $11,877,008.

    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 56,839 shares
    Change vs previous 13F -498 shares

    1.13% of the 13F portfolio, value $14,374,015.

    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 57,337 shares
    Change vs previous 13F -1,014 shares

    1.1% of the 13F portfolio, value $13,266,635.

    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 58,351 shares
    Change vs previous 13F -1,026 shares

    1.12% of the 13F portfolio, value $11,480,559.

    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 59,377 shares
    Change vs previous 13F -1,014 shares

    1.21% of the 13F portfolio, value $13,346,168.

    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 60,391 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $12,011,166.

    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).