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GYL Financial Synergies, LLC: UPS position timeline

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

GYL Financial Synergies, LLC held 17,724 UPS 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 17,724 shares
    Change vs previous 13F -4 shares

    0.18% of the 13F portfolio, value $2,416,556.

    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 17,728 shares
    Change vs previous 13F +1,722 shares

    0.19% of the 13F portfolio, value $2,426,018.

    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 16,006 shares
    Change vs previous 13F +709 shares

    0.19% of the 13F portfolio, value $2,378,985.

    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 15,297 shares
    Change vs previous 13F +2,299 shares

    0.2% of the 13F portfolio, value $2,405,152.

    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 12,998 shares
    Change vs previous 13F +330 shares

    0.2% of the 13F portfolio, value $2,026,009.

    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 12,668 shares
    Change vs previous 13F +682 shares

    0.21% of the 13F portfolio, value $2,270,824.

    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 11,986 shares
    Change vs previous 13F +6,033 shares

    0.28% of the 13F portfolio, value $2,325,112.

    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 5,953 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,034,833.

    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).