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GYL Financial Synergies, LLC: SCHD position timeline

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

GYL Financial Synergies, LLC held 49,403 SCHD 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 49,403 shares
    Change vs previous 13F -700 shares

    0.31% of the 13F portfolio, value $4,176,046.

    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 50,103 shares
    Change vs previous 13F -3,122 shares

    0.3% of the 13F portfolio, value $3,895,992.

    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 53,225 shares
    Change vs previous 13F +3,149 shares

    0.34% of the 13F portfolio, value $4,291,514.

    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 50,076 shares
    Change vs previous 13F -209 shares

    0.32% of the 13F portfolio, value $3,812,281.

    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 50,285 shares
    Change vs previous 13F +370 shares

    0.35% of the 13F portfolio, value $3,558,181.

    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 49,915 shares
    Change vs previous 13F -669 shares

    0.33% of the 13F portfolio, value $3,624,817.

    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 50,584 shares
    Change vs previous 13F +47,485 shares

    0.44% of the 13F portfolio, value $3,700,689.

    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 3,099 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $234,097.

    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).