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GYL Financial Synergies, LLC: SHV position timeline

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

GYL Financial Synergies, LLC held 19,233 SHV 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 19,233 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $2,127,747.

    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 19,233 shares
    Change vs previous 13F +300 shares

    0.16% of the 13F portfolio, value $2,125,247.

    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 18,933 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $2,092,854.

    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 18,933 shares
    Change vs previous 13F -230 shares

    0.17% of the 13F portfolio, value $2,085,091.

    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 19,163 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $2,116,937.

    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 19,163 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $2,116,553.

    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 19,163 shares
    Change vs previous 13F -900 shares

    0.25% of the 13F portfolio, value $2,117,512.

    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 20,063 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,205,325.

    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).