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GYL Financial Synergies, LLC: XLP position timeline

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

GYL Financial Synergies, LLC held 13,560 XLP 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 13,560 shares
    Change vs previous 13F +102 shares

    0.08% of the 13F portfolio, value $1,125,520.

    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 13,458 shares
    Change vs previous 13F +60 shares

    0.08% of the 13F portfolio, value $1,030,625.

    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 13,398 shares
    Change vs previous 13F +17 shares

    0.08% of the 13F portfolio, value $1,023,050.

    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 13,381 shares
    Change vs previous 13F +7 shares

    0.08% of the 13F portfolio, value $963,844.

    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 13,374 shares
    Change vs previous 13F +111 shares

    0.09% of the 13F portfolio, value $920,271.

    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 13,263 shares
    Change vs previous 13F -2,031 shares

    0.09% of the 13F portfolio, value $983,722.

    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 15,294 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,142,598.

    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).