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GYL Financial Synergies, LLC: WMT position timeline

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

GYL Financial Synergies, LLC held 65,728 WMT 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 65,728 shares
    Change vs previous 13F +70 shares

    0.4% of the 13F portfolio, value $5,307,548.

    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 65,658 shares
    Change vs previous 13F +2,753 shares

    0.34% of the 13F portfolio, value $4,445,698.

    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 62,905 shares
    Change vs previous 13F +42,698 shares

    0.3% of the 13F portfolio, value $3,784,998.

    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 20,207 shares
    Change vs previous 13F -438 shares

    0.26% of the 13F portfolio, value $3,185,677.

    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 20,645 shares
    Change vs previous 13F +133 shares

    0.32% of the 13F portfolio, value $3,301,799.

    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 20,512 shares
    Change vs previous 13F +713 shares

    0.29% of the 13F portfolio, value $3,224,060.

    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 19,799 shares
    Change vs previous 13F +13,819 shares

    0.35% of the 13F portfolio, value $2,919,409.

    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 5,980 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $847,934.

    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).