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GYL Financial Synergies, LLC: SPY position timeline

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

GYL Financial Synergies, LLC held 39,731 SPY 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 39,731 shares
    Change vs previous 13F +787 shares

    1.71% of the 13F portfolio, value $22,795,870.

    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 38,944 shares
    Change vs previous 13F +1,320 shares

    1.64% of the 13F portfolio, value $21,194,245.

    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 37,624 shares
    Change vs previous 13F +1,381 shares

    1.54% of the 13F portfolio, value $19,680,077.

    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 36,243 shares
    Change vs previous 13F -1,527 shares

    1.43% of the 13F portfolio, value $17,226,742.

    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 37,770 shares
    Change vs previous 13F -1,352 shares

    1.57% of the 13F portfolio, value $16,145,769.

    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 39,122 shares
    Change vs previous 13F -1,533 shares

    1.58% of the 13F portfolio, value $17,341,996.

    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 40,655 shares
    Change vs previous 13F -26,660 shares

    1.99% of the 13F portfolio, value $16,643,601.

    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 67,315 shares
    Change vs previous 13F not available

    5.57% of the 13F portfolio, value $25,743,421.

    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).