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GYL Financial Synergies, LLC: PEP position timeline

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

GYL Financial Synergies, LLC held 38,318 PEP 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 38,318 shares
    Change vs previous 13F -7,083 shares

    0.49% of the 13F portfolio, value $6,515,981.

    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 45,401 shares
    Change vs previous 13F -228 shares

    0.58% of the 13F portfolio, value $7,488,001.

    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 45,629 shares
    Change vs previous 13F -1,373 shares

    0.63% of the 13F portfolio, value $7,985,580.

    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 47,002 shares
    Change vs previous 13F -783 shares

    0.66% of the 13F portfolio, value $7,982,894.

    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 47,785 shares
    Change vs previous 13F +152 shares

    0.79% of the 13F portfolio, value $8,096,764.

    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 47,633 shares
    Change vs previous 13F +28,158 shares

    0.8% of the 13F portfolio, value $8,822,508.

    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 19,475 shares
    Change vs previous 13F +11,345 shares

    0.43% of the 13F portfolio, value $3,550,373.

    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 8,130 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,468,765.

    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).