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GYL Financial Synergies, LLC: NEE position timeline

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

GYL Financial Synergies, LLC held 35,299 NEE 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 35,299 shares
    Change vs previous 13F +26,845 shares

    0.22% of the 13F portfolio, value $2,983,846.

    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 8,454 shares
    Change vs previous 13F +200 shares

    0.05% of the 13F portfolio, value $598,606.

    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 8,254 shares
    Change vs previous 13F -708 shares

    0.04% of the 13F portfolio, value $527,493.

    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 8,962 shares
    Change vs previous 13F -6,513 shares

    0.05% of the 13F portfolio, value $544,333.

    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 15,475 shares
    Change vs previous 13F -45,001 shares

    0.09% of the 13F portfolio, value $886,576.

    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 60,476 shares
    Change vs previous 13F +44,227 shares

    0.41% of the 13F portfolio, value $4,487,331.

    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 16,249 shares
    Change vs previous 13F -1,521 shares

    0.15% of the 13F portfolio, value $1,252,509.

    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 17,770 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,485,557.

    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).