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GYL Financial Synergies, LLC: IWM position timeline

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

GYL Financial Synergies, LLC held 6,908 IWM 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 6,908 shares
    Change vs previous 13F +2 shares

    0.11% of the 13F portfolio, value $1,525,849.

    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 6,906 shares
    Change vs previous 13F -150 shares

    0.11% of the 13F portfolio, value $1,401,238.

    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 7,056 shares
    Change vs previous 13F -20 shares

    0.12% of the 13F portfolio, value $1,483,900.

    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 7,076 shares
    Change vs previous 13F +46 shares

    0.12% of the 13F portfolio, value $1,420,246.

    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 7,030 shares
    Change vs previous 13F -100 shares

    0.12% of the 13F portfolio, value $1,242,502.

    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 7,130 shares
    Change vs previous 13F +52 shares

    0.12% of the 13F portfolio, value $1,335,256.

    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 7,078 shares
    Change vs previous 13F +2,615 shares

    0.15% of the 13F portfolio, value $1,262,735.

    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 4,463 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $778,169.

    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).