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Disclosery

Annex Advisory Services, LLC: SYK position timeline

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

Annex Advisory Services, LLC held 1,671 SYK shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,671 shares
    Change vs previous 13F +7 shares

    0.01% of the 13F portfolio, value $526,165.

    13F-HR 0001542287-26-000003 filed by Annex Advisory Services, 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 1,664 shares
    Change vs previous 13F -581 shares

    0.01% of the 13F portfolio, value $546,681.

    13F-HR 0001542287-26-000002 filed by Annex Advisory Services, 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 2,245 shares
    Change vs previous 13F -15,163 shares

    0.02% of the 13F portfolio, value $788,951.

    13F-HR 0001542287-26-000001 filed by Annex Advisory Services, 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 17,408 shares
    Change vs previous 13F -132 shares

    0.14% of the 13F portfolio, value $6,435,066.

    13F-HR 0001542287-25-000002 filed by Annex Advisory Services, 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 17,540 shares
    Change vs previous 13F +329 shares

    0.17% of the 13F portfolio, value $6,939,409.

    13F-HR 0001085146-25-003756 filed by Annex Advisory Services, 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 17,211 shares
    Change vs previous 13F +3,662 shares

    0.18% of the 13F portfolio, value $6,406,872.

    13F-HR 0001085146-25-002042 filed by Annex Advisory Services, 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 13,549 shares
    Change vs previous 13F +5,235 shares

    0.15% of the 13F portfolio, value $4,878,152.

    13F-HR 0001085146-25-000240 filed by Annex Advisory Services, 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 8,314 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,003,618.

    13F-HR 0001085146-24-004836 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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