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Disclosery

AE Wealth Management LLC: SYK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on SYK, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 6,680 SYK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,680 shares
    Change vs previous 13F +706 shares

    0.01% of the 13F portfolio, value $2,103,593.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,974 shares
    Change vs previous 13F +268 shares

    0.01% of the 13F portfolio, value $1,963,215.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,706 shares
    Change vs previous 13F +1,339 shares

    0.01% of the 13F portfolio, value $2,005,731.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,367 shares
    Change vs previous 13F +1,330 shares

    0.01% of the 13F portfolio, value $1,614,889.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,037 shares
    Change vs previous 13F +720 shares

    0.01% of the 13F portfolio, value $1,201,829.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,317 shares
    Change vs previous 13F +146 shares

    0.01% of the 13F portfolio, value $862,811.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,171 shares
    Change vs previous 13F +138 shares

    0.01% of the 13F portfolio, value $781,772.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,033 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $734,246.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).