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Disclosery

GYL Financial Synergies, LLC: WM position timeline

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

GYL Financial Synergies, LLC held 1,330 WM 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 1,330 shares
    Change vs previous 13F -32 shares

    0.02% of the 13F portfolio, value $276,006.

    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 1,362 shares
    Change vs previous 13F +50 shares

    0.02% of the 13F portfolio, value $290,464.

    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 1,312 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $279,653.

    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).