Horizon Wealth Management, LLC: SYK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Horizon Wealth Management, LLC on SYK, newest first. How the timeline and the estimate are built.
Horizon Wealth Management, LLC held 958 SYK shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 958 sharesChange vs previous 13F +2 shares
0.04% of the 13F portfolio, value $301,557.
13F-HR 0001951757-26-001099 filed by Horizon 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 956 sharesChange vs previous 13F -120 shares
0.05% of the 13F portfolio, value $314,070.
13F-HR 0001951757-26-000728 filed by Horizon 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 1,076 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $378,115.
13F-HR 0001951757-26-000349 filed by Horizon 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 1,076 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $397,695.
13F-HR 0001951757-25-001291 filed by Horizon 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 1,076 sharesChange vs previous 13F -63 shares
0.07% of the 13F portfolio, value $425,623.
13F-HR 0001951757-25-001018 filed by Horizon 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 1,139 sharesChange vs previous 13F +63 shares
0.07% of the 13F portfolio, value $423,923.
13F-HR 0001951757-25-000306 filed by Horizon 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 1,076 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $387,346.
13F-HR 0001951757-25-000007 filed by Horizon 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 1,076 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $388,648.
13F-HR 0001951757-24-001049 filed by Horizon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).