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GYL Financial Synergies, LLC: XEL position timeline

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

GYL Financial Synergies, LLC held 15,314 XEL 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 15,314 shares
    Change vs previous 13F +549 shares

    0.08% of the 13F portfolio, value $1,000,004.

    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 14,765 shares
    Change vs previous 13F -2,574 shares

    0.06% of the 13F portfolio, value $788,599.

    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 17,339 shares
    Change vs previous 13F -2,720 shares

    0.07% of the 13F portfolio, value $931,971.

    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 20,059 shares
    Change vs previous 13F +231 shares

    0.1% of the 13F portfolio, value $1,241,853.

    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 19,828 shares
    Change vs previous 13F -292 shares

    0.11% of the 13F portfolio, value $1,134,558.

    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 20,120 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,250,860.

    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).