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GYL Financial Synergies, LLC: PM position timeline

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

GYL Financial Synergies, LLC held 148,558 PM 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 148,558 shares
    Change vs previous 13F -795 shares

    1.36% of the 13F portfolio, value $18,034,935.

    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 149,353 shares
    Change vs previous 13F +7,909 shares

    1.17% of the 13F portfolio, value $15,133,912.

    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 141,444 shares
    Change vs previous 13F +1,443 shares

    1.02% of the 13F portfolio, value $12,959,122.

    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 140,001 shares
    Change vs previous 13F -3,184 shares

    1.09% of the 13F portfolio, value $13,171,296.

    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 143,185 shares
    Change vs previous 13F -951 shares

    1.29% of the 13F portfolio, value $13,256,096.

    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 144,136 shares
    Change vs previous 13F +2,735 shares

    1.28% of the 13F portfolio, value $14,070,562.

    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 141,401 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $13,751,287.

    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).