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GYL Financial Synergies, LLC: IWF position timeline

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

GYL Financial Synergies, LLC held 3,709 IWF 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 3,709 shares
    Change vs previous 13F +37 shares

    0.1% of the 13F portfolio, value $1,392,449.

    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 3,672 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $1,338,547.

    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 3,671 shares
    Change vs previous 13F +103 shares

    0.1% of the 13F portfolio, value $1,237,386.

    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 3,568 shares
    Change vs previous 13F +685 shares

    0.09% of the 13F portfolio, value $1,081,746.

    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 2,883 shares
    Change vs previous 13F +88 shares

    0.07% of the 13F portfolio, value $766,801.

    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 2,795 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $769,078.

    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 2,794 shares
    Change vs previous 13F -879 shares

    0.08% of the 13F portfolio, value $682,556.

    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 3,673 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $786,850.

    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).