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GYL Financial Synergies, LLC: SHEL position timeline

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

GYL Financial Synergies, LLC held 77,937 SHEL 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 77,937 shares
    Change vs previous 13F +2,746 shares

    0.39% of the 13F portfolio, value $5,139,937.

    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 75,191 shares
    Change vs previous 13F +5,147 shares

    0.42% of the 13F portfolio, value $5,427,258.

    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 70,044 shares
    Change vs previous 13F +2,319 shares

    0.37% of the 13F portfolio, value $4,695,727.

    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 67,725 shares
    Change vs previous 13F +1,427 shares

    0.37% of the 13F portfolio, value $4,456,328.

    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 66,298 shares
    Change vs previous 13F +42,029 shares

    0.41% of the 13F portfolio, value $4,268,239.

    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 24,269 shares
    Change vs previous 13F +1,524 shares

    0.13% of the 13F portfolio, value $1,465,357.

    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 22,745 shares
    Change vs previous 13F +2,551 shares

    0.16% of the 13F portfolio, value $1,308,745.

    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 20,194 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,150,073.

    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).