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Disclosery

Clearstead Trust, LLC: SYK position timeline

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

Clearstead Trust, LLC held 9,286 SYK shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,286 shares
    Change vs previous 13F +96 shares

    0.38% of the 13F portfolio, value $2,923,631.

    13F-HR 0001708001-26-000006 filed by Clearstead Trust, 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 9,190 shares
    Change vs previous 13F -354 shares

    0.49% of the 13F portfolio, value $3,019,759.

    13F-HR 0001708001-26-000002 filed by Clearstead Trust, 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 9,544 shares
    Change vs previous 13F -4,147 shares

    0.53% of the 13F portfolio, value $3,354,438.

    13F-HR 0001708001-26-000001 filed by Clearstead Trust, 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 13,691 shares
    Change vs previous 13F +392 shares

    0.86% of the 13F portfolio, value $5,061,151.

    13F-HR 0001708001-25-000004 filed by Clearstead Trust, 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 13,299 shares
    Change vs previous 13F -110 shares

    1% of the 13F portfolio, value $5,261,473.

    13F-HR 0001708001-25-000002 filed by Clearstead Trust, 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 13,409 shares
    Change vs previous 13F -236 shares

    1.11% of the 13F portfolio, value $4,991,481.

    13F-HR 0001798150-25-000002 filed by Clearstead Trust, 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 13,645 shares
    Change vs previous 13F +663 shares

    1.06% of the 13F portfolio, value $4,912,749.

    13F-HR 0000842775-25-000002 filed by Clearstead Trust, 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 12,982 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $4,689,950.

    13F-HR 0001708001-24-000006 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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