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Disclosery

GYL Financial Synergies, LLC: WELL position timeline

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

GYL Financial Synergies, LLC held 18,699 WELL 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 18,699 shares
    Change vs previous 13F -415 shares

    0.18% of the 13F portfolio, value $2,394,033.

    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 19,114 shares
    Change vs previous 13F +524 shares

    0.15% of the 13F portfolio, value $1,992,635.

    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 18,590 shares
    Change vs previous 13F -133 shares

    0.14% of the 13F portfolio, value $1,737,050.

    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 18,723 shares
    Change vs previous 13F -666 shares

    0.14% of the 13F portfolio, value $1,688,253.

    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 19,389 shares
    Change vs previous 13F +7 shares

    0.15% of the 13F portfolio, value $1,588,347.

    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 19,382 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,567,810.

    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).