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GYL Financial Synergies, LLC: IUSB position timeline

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

GYL Financial Synergies, LLC held 344,134 IUSB 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 344,134 shares
    Change vs previous 13F -4,284 shares

    1.22% of the 13F portfolio, value $16,215,606.

    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 348,418 shares
    Change vs previous 13F -197,701 shares

    1.22% of the 13F portfolio, value $15,755,466.

    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 546,119 shares
    Change vs previous 13F -196,137 shares

    1.95% of the 13F portfolio, value $24,897,544.

    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 742,256 shares
    Change vs previous 13F +698,453 shares

    2.83% of the 13F portfolio, value $34,195,720.

    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 43,803 shares
    Change vs previous 13F -25,231 shares

    0.19% of the 13F portfolio, value $1,914,860.

    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 69,034 shares
    Change vs previous 13F +30,178 shares

    0.29% of the 13F portfolio, value $3,138,992.

    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 38,856 shares
    Change vs previous 13F -326,067 shares

    0.21% of the 13F portfolio, value $1,793,201.

    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 364,923 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $16,395,994.

    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).