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GYL Financial Synergies, LLC: VFQY position timeline

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

GYL Financial Synergies, LLC held 68,048 VFQY 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 68,048 shares
    Change vs previous 13F +669 shares

    0.73% of the 13F portfolio, value $9,722,637.

    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 67,379 shares
    Change vs previous 13F -1,976 shares

    0.7% of the 13F portfolio, value $9,035,176.

    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 69,355 shares
    Change vs previous 13F -319 shares

    0.74% of the 13F portfolio, value $9,496,758.

    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 69,674 shares
    Change vs previous 13F +1,825 shares

    0.73% of the 13F portfolio, value $8,811,624.

    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 67,849 shares
    Change vs previous 13F -6,380 shares

    0.74% of the 13F portfolio, value $7,620,109.

    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 74,229 shares
    Change vs previous 13F -10 shares

    0.77% of the 13F portfolio, value $8,466,834.

    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 74,239 shares
    Change vs previous 13F -37,129 shares

    0.96% of the 13F portfolio, value $8,042,287.

    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 111,368 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $11,676,811.

    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).