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GYL Financial Synergies, LLC: IVV position timeline

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

GYL Financial Synergies, LLC held 23,615 IVV 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 23,615 shares
    Change vs previous 13F -319 shares

    1.02% of the 13F portfolio, value $13,621,806.

    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 23,934 shares
    Change vs previous 13F +1 shares

    1.01% of the 13F portfolio, value $13,097,537.

    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 23,933 shares
    Change vs previous 13F +576 shares

    0.99% of the 13F portfolio, value $12,582,384.

    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 23,357 shares
    Change vs previous 13F -313 shares

    0.92% of the 13F portfolio, value $11,156,043.

    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 23,670 shares
    Change vs previous 13F -455 shares

    0.99% of the 13F portfolio, value $10,164,545.

    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 24,125 shares
    Change vs previous 13F +667 shares

    0.98% of the 13F portfolio, value $10,752,942.

    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 23,458 shares
    Change vs previous 13F -427 shares

    1.16% of the 13F portfolio, value $9,643,255.

    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 23,885 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $9,176,967.

    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).