Dynasty Wealth Management, LLC: SYK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dynasty Wealth Management, LLC on SYK, newest first. How the timeline and the estimate are built.
Dynasty Wealth Management, LLC held 2,883 SYK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 2,883 sharesChange vs previous 13F -1,652 shares
0.01% of the 13F portfolio, value $907,829.
13F-HR 0001727599-26-000004 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,535 sharesChange vs previous 13F -676 shares
0.01% of the 13F portfolio, value $1,490,195.
13F-HR 0001727599-26-000003 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,211 sharesChange vs previous 13F +182 shares
0.02% of the 13F portfolio, value $1,831,495.
13F-HR 0001727599-26-000002 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,029 sharesChange vs previous 13F -1,871 shares
0.02% of the 13F portfolio, value $1,859,145.
13F-HR 0001727599-25-000007 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,900 sharesChange vs previous 13F -571 shares
0.05% of the 13F portfolio, value $2,729,760.
13F-HR 0001727599-25-000006 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,471 sharesChange vs previous 13F -140 shares
0.05% of the 13F portfolio, value $2,781,246.
13F-HR 0001727599-25-000005 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,611 sharesChange vs previous 13F +633 shares
0.05% of the 13F portfolio, value $2,740,245.
13F-HR 0001727599-25-000002 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,978 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $2,520,902.
13F-HR 0001727599-24-000006 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).