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GYL Financial Synergies, LLC: XLE position timeline

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

GYL Financial Synergies, LLC held 97,434 XLE 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 97,434 shares
    Change vs previous 13F -833 shares

    0.64% of the 13F portfolio, value $8,554,747.

    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 98,267 shares
    Change vs previous 13F -12,516 shares

    0.69% of the 13F portfolio, value $8,957,011.

    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 110,783 shares
    Change vs previous 13F -1,416 shares

    0.82% of the 13F portfolio, value $10,458,982.

    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 112,199 shares
    Change vs previous 13F -3,596 shares

    0.78% of the 13F portfolio, value $9,406,770.

    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 115,795 shares
    Change vs previous 13F -30,235 shares

    1.02% of the 13F portfolio, value $10,466,742.

    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 146,030 shares
    Change vs previous 13F -7,134 shares

    1.08% of the 13F portfolio, value $11,853,227.

    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 153,164 shares
    Change vs previous 13F +135,217 shares

    1.52% of the 13F portfolio, value $12,686,582.

    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 17,947 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,569,857.

    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).