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CRUX WEALTH ADVISORS: SYK position timeline

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

CRUX WEALTH ADVISORS held 5,269 SYK shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,269 shares
    Change vs previous 13F +677 shares

    0.57% of the 13F portfolio, value $1,659,015.

    13F-HR 0002054270-26-000004 filed by CRUX WEALTH ADVISORS
    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 4,592 shares
    Change vs previous 13F +1,231 shares

    0.58% of the 13F portfolio, value $1,508,888.

    13F-HR 0002054270-26-000003 filed by CRUX WEALTH ADVISORS
    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 3,361 shares
    Change vs previous 13F -23 shares

    0.44% of the 13F portfolio, value $1,181,197.

    13F-HR 0002054270-26-000002 filed by CRUX WEALTH ADVISORS
    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 3,384 shares
    Change vs previous 13F +34 shares

    0.5% of the 13F portfolio, value $1,250,985.

    13F-HR 0002054270-25-000005 filed by CRUX WEALTH ADVISORS
    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 3,350 shares
    Change vs previous 13F +8 shares

    0.56% of the 13F portfolio, value $1,325,361.

    13F-HR 0002054270-25-000004 filed by CRUX WEALTH ADVISORS
    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 3,342 shares
    Change vs previous 13F +7 shares

    0.65% of the 13F portfolio, value $1,244,190.

    13F-HR 0002054270-25-000002 filed by CRUX WEALTH ADVISORS
    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 3,335 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,200,854.

    13F-HR 0002054270-25-000001 filed by CRUX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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