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GYL Financial Synergies, LLC: ISTB position timeline

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

GYL Financial Synergies, LLC held 17,701 ISTB 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 17,701 shares
    Change vs previous 13F -27,265 shares

    0.06% of the 13F portfolio, value $861,685.

    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 44,966 shares
    Change vs previous 13F +330 shares

    0.16% of the 13F portfolio, value $2,130,039.

    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 44,636 shares
    Change vs previous 13F +1,410 shares

    0.17% of the 13F portfolio, value $2,117,532.

    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 43,226 shares
    Change vs previous 13F +505 shares

    0.17% of the 13F portfolio, value $2,055,829.

    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 42,721 shares
    Change vs previous 13F -1,740 shares

    0.19% of the 13F portfolio, value $1,981,400.

    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 44,461 shares
    Change vs previous 13F +1,845 shares

    0.19% of the 13F portfolio, value $2,073,661.

    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 42,616 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,009,558.

    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).