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Disclosery

HB Wealth Management, LLC: SYK position timeline

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

HB Wealth Management, LLC held 17,817 SYK shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,817 shares
    Change vs previous 13F -723 shares

    0.03% of the 13F portfolio, value $5,609,640.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 18,540 shares
    Change vs previous 13F +3,807 shares

    0.04% of the 13F portfolio, value $6,092,379.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 14,733 shares
    Change vs previous 13F +287 shares

    0.03% of the 13F portfolio, value $5,178,251.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 14,446 shares
    Change vs previous 13F -250 shares

    0.04% of the 13F portfolio, value $5,340,557.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 14,696 shares
    Change vs previous 13F -1,964 shares

    0.05% of the 13F portfolio, value $5,814,471.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 16,660 shares
    Change vs previous 13F +7,184 shares

    0.05% of the 13F portfolio, value $6,201,749.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 9,476 shares
    Change vs previous 13F +221 shares

    0.03% of the 13F portfolio, value $3,411,878.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 9,255 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,343,778.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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