Broadway Wealth Solutions, Inc.: SYK position timeline

Broadway Wealth Solutions, Inc. held 667 SYK shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 667 shares

   Change vs previous 13F -155 shares

   0.1% of the 13F portfolio, value $209,998.

   13F-HR 0002085853-26-000701 filed by Broadway Wealth Solutions, Inc.
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 822 shares

   Change vs previous 13F +74 shares

   0.14% of the 13F portfolio, value $270,101.

   13F-HR 0002085853-26-000454 filed by Broadway Wealth Solutions, Inc.
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 748 shares

   Change vs previous 13F +7 shares

   0.14% of the 13F portfolio, value $262,900.

   13F-HR 0002085853-26-000145 filed by Broadway Wealth Solutions, Inc.
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 741 shares

   Change vs previous 13F +36 shares

   0.15% of the 13F portfolio, value $273,925.

   13F-HR 0002085853-25-000244 filed by Broadway Wealth Solutions, Inc.
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 705 shares

   Change vs previous 13F not available

   0.17% of the 13F portfolio, value $278,919.

   13F-HR 0001667731-25-000869 filed by Broadway Wealth Solutions, Inc.
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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