GYL Financial Synergies, LLC: QUAL position timeline

GYL Financial Synergies, LLC held 585,994 QUAL 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 585,994 shares

   Change vs previous 13F -755 shares

   7.9% of the 13F portfolio, value $105,068,703.

   13F-HR 0001725547-24-006097 filed by GYL Financial Synergies, LLC
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-06-30

   13F 586,749 shares

   Change vs previous 13F -42,287 shares

   7.74% of the 13F portfolio, value $100,193,230.

   13F-HR 0001725547-24-003438 filed by GYL Financial Synergies, LLC
   Filed 2024-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-03-31

   13F 629,036 shares

   Change vs previous 13F +3,230 shares

   8.11% of the 13F portfolio, value $103,382,147.

   13F-HR 0001725547-24-002148 filed by GYL Financial Synergies, LLC
   Filed 2024-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2023-12-31

   13F 625,806 shares

   Change vs previous 13F -8,548 shares

   7.62% of the 13F portfolio, value $92,081,120.

   13F-HR 0001725547-24-000508 filed by GYL Financial Synergies, LLC
   Filed 2024-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-09-30

   13F 634,354 shares

   Change vs previous 13F -19,738 shares

   8.12% of the 13F portfolio, value $83,601,528.

   13F-HR 0001725547-23-001737 filed by GYL Financial Synergies, LLC
   Filed 2023-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-06-30

   13F 654,092 shares

   Change vs previous 13F +367 shares

   8.03% of the 13F portfolio, value $88,217,413.

   13F-HR 0001725547-23-000252 filed by GYL Financial Synergies, LLC
   Filed 2023-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-03-31

   13F 653,725 shares

   Change vs previous 13F +54,364 shares

   9.72% of the 13F portfolio, value $81,104,448.

   13F-HR 0001725547-23-000134 filed by GYL Financial Synergies, LLC
   Filed 2023-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2022-12-31

   13F 599,361 shares

   Change vs previous 13F not available

   14.79% of the 13F portfolio, value $68,303,125.

   13F-HR 0001725547-23-000020 filed by GYL Financial Synergies, LLC
   Filed 2023-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).