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GYL Financial Synergies, LLC: KMI position timeline

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

GYL Financial Synergies, LLC held 147,170 KMI 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 147,170 shares
    Change vs previous 13F +808 shares

    0.24% of the 13F portfolio, value $3,250,983.

    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 146,362 shares
    Change vs previous 13F -174,195 shares

    0.22% of the 13F portfolio, value $2,908,220.

    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 320,557 shares
    Change vs previous 13F -8,304 shares

    0.46% of the 13F portfolio, value $5,879,008.

    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 328,861 shares
    Change vs previous 13F -9,024 shares

    0.48% of the 13F portfolio, value $5,801,101.

    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 337,885 shares
    Change vs previous 13F -6,271 shares

    0.54% of the 13F portfolio, value $5,602,127.

    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 344,156 shares
    Change vs previous 13F +2,928 shares

    0.54% of the 13F portfolio, value $5,926,360.

    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 341,228 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $5,974,896.

    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).