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GYL Financial Synergies, LLC: KO position timeline

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

GYL Financial Synergies, LLC held 66,825 KO 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 66,825 shares
    Change vs previous 13F -1,046 shares

    0.36% of the 13F portfolio, value $4,802,049.

    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 67,871 shares
    Change vs previous 13F +2,880 shares

    0.33% of the 13F portfolio, value $4,319,993.

    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 64,991 shares
    Change vs previous 13F +682 shares

    0.31% of the 13F portfolio, value $3,976,178.

    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 64,309 shares
    Change vs previous 13F +375 shares

    0.31% of the 13F portfolio, value $3,789,757.

    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 63,934 shares
    Change vs previous 13F -8,725 shares

    0.35% of the 13F portfolio, value $3,578,997.

    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 72,659 shares
    Change vs previous 13F +27,211 shares

    0.4% of the 13F portfolio, value $4,375,553.

    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 45,448 shares
    Change vs previous 13F +8,751 shares

    0.34% of the 13F portfolio, value $2,819,141.

    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 36,697 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,334,297.

    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).