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Disclosery

Invst, LLC: SYK position timeline

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

Invst, LLC held 1,371 SYK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,371 shares
    Change vs previous 13F -582 shares

    0.04% of the 13F portfolio, value $431,587.

    13F-HR 0001867587-26-000005 filed by Invst, 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 1,953 shares
    Change vs previous 13F +9 shares

    0.07% of the 13F portfolio, value $641,660.

    13F-HR 0001867587-26-000004 filed by Invst, 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 1,944 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $683,177.

    13F-HR 0001867587-26-000002 filed by Invst, 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 1,943 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $718,184.

    13F-HR 0001867587-26-000001 filed by Invst, 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 1,943 shares
    Change vs previous 13F -23 shares

    0.1% of the 13F portfolio, value $768,618.

    13F-HR 0001867587-25-000005 filed by Invst, 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 1,966 shares
    Change vs previous 13F +829 shares

    0.1% of the 13F portfolio, value $731,728.

    13F-HR 0001867587-25-000003 filed by Invst, 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 1,137 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $409,377.

    13F-HR 0001867587-25-000002 filed by Invst, 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 1,136 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $410,391.

    13F-HR 0001867587-24-000004 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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