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Disclosery

Heritage Family Offices, LLP: SYK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Family Offices, LLP on SYK, newest first. How the timeline and the estimate are built.

Heritage Family Offices, LLP held 1,785 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 1,785 shares
    Change vs previous 13F -541 shares

    0.22% of the 13F portfolio, value $562,018.

    13F-HR 0002019316-26-000005 filed by Heritage Family Offices, LLP
    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 2,326 shares
    Change vs previous 13F -949 shares

    0.34% of the 13F portfolio, value $764,309.

    13F-HR 0002019316-26-000002 filed by Heritage Family Offices, LLP
    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 3,275 shares
    Change vs previous 13F -2,795 shares

    0.52% of the 13F portfolio, value $1,151,037.

    13F-HR 0002019316-26-000001 filed by Heritage Family Offices, LLP
    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 6,070 shares
    Change vs previous 13F -31 shares

    1.04% of the 13F portfolio, value $2,243,812.

    13F-HR 0002019316-25-000006 filed by Heritage Family Offices, LLP
    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 6,101 shares
    Change vs previous 13F 0 shares

    1.12% of the 13F portfolio, value $2,224,016.

    13F-HR 0002019316-25-000003 filed by Heritage Family Offices, LLP
    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 6,101 shares
    Change vs previous 13F +74 shares

    1.16% of the 13F portfolio, value $2,271,286.

    13F-HR 0002019316-25-000002 filed by Heritage Family Offices, LLP
    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 6,027 shares
    Change vs previous 13F +429 shares

    1.08% of the 13F portfolio, value $2,170,127.

    13F-HR 0002019316-25-000001 filed by Heritage Family Offices, LLP
    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 5,598 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $2,022,367.

    13F-HR 0002019316-24-000002 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

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