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Avior Wealth Management, LLC: SYK position timeline

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

Avior Wealth Management, LLC held 7,353 SYK shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,353 shares
    Change vs previous 13F +98 shares

    0.06% of the 13F portfolio, value $2,314,867.

    13F-HR 0001754960-26-000402 filed by Avior 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 7,255 shares
    Change vs previous 13F -1,830 shares

    0.07% of the 13F portfolio, value $2,383,928.

    13F-HR 0001754960-26-000212 filed by Avior 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 9,085 shares
    Change vs previous 13F -403 shares

    0.1% of the 13F portfolio, value $3,192,945.

    13F-HR 0001754960-26-000005 filed by Avior 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 9,488 shares
    Change vs previous 13F +139 shares

    0.11% of the 13F portfolio, value $3,507,493.

    13F-HR 0001754960-25-000798 filed by Avior 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 9,349 shares
    Change vs previous 13F -90 shares

    0.13% of the 13F portfolio, value $3,698,679.

    13F-HR 0001754960-25-000419 filed by Avior 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 9,439 shares
    Change vs previous 13F -44 shares

    0.13% of the 13F portfolio, value $3,513,840.

    13F-HR 0001754960-25-000218 filed by Avior 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 9,483 shares
    Change vs previous 13F -1,637 shares

    0.12% of the 13F portfolio, value $3,414,396.

    13F-HR 0001599868-25-000001 filed by Avior 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 11,120 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,017,486.

    13F-HR 0001599868-24-000011 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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