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GYL Financial Synergies, LLC: SCHB position timeline

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

GYL Financial Synergies, LLC held 178,084 SCHB 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 178,084 shares
    Change vs previous 13F +6,532 shares

    0.89% of the 13F portfolio, value $11,846,130.

    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 171,552 shares
    Change vs previous 13F -10,323 shares

    0.83% of the 13F portfolio, value $10,785,489.

    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 181,875 shares
    Change vs previous 13F +5,824 shares

    0.87% of the 13F portfolio, value $11,103,453.

    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 176,051 shares
    Change vs previous 13F +2,663 shares

    0.81% of the 13F portfolio, value $9,800,740.

    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 173,388 shares
    Change vs previous 13F +7,101 shares

    0.84% of the 13F portfolio, value $8,643,394.

    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 166,287 shares
    Change vs previous 13F +6,704 shares

    0.78% of the 13F portfolio, value $8,597,035.

    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 159,583 shares
    Change vs previous 13F +14,589 shares

    0.91% of the 13F portfolio, value $7,636,033.

    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 144,994 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $6,497,190.

    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).