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Disclosery

Bogart Wealth, LLC: SYK position timeline

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

Bogart Wealth, LLC held 20,919 SYK shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,919 shares
    Change vs previous 13F +1,070 shares

    0.23% of the 13F portfolio, value $6,585,982.

    13F-HR 0001715740-26-000004 filed by Bogart Wealth, 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 19,849 shares
    Change vs previous 13F +931 shares

    0.25% of the 13F portfolio, value $6,522,151.

    13F-HR 0001715740-26-000003 filed by Bogart Wealth, 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 18,918 shares
    Change vs previous 13F +568 shares

    0.27% of the 13F portfolio, value $6,649,256.

    13F-HR 0001715740-26-000002 filed by Bogart Wealth, 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 18,350 shares
    Change vs previous 13F +7,058 shares

    0.28% of the 13F portfolio, value $6,783,463.

    13F-HR 0001715740-25-000009 filed by Bogart Wealth, 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 11,292 shares
    Change vs previous 13F +127 shares

    0.19% of the 13F portfolio, value $4,467,389.

    13F-HR 0001715740-25-000008 filed by Bogart Wealth, 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 11,165 shares
    Change vs previous 13F +23 shares

    0.2% of the 13F portfolio, value $4,156,028.

    13F-HR 0001715740-25-000005 filed by Bogart Wealth, 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 11,142 shares
    Change vs previous 13F -118 shares

    0.19% of the 13F portfolio, value $4,011,823.

    13F-HR 0001715740-25-000003 filed by Bogart Wealth, 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 11,260 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,067,856.

    13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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