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Disclosery

Legacy Trust: SYK position timeline

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

Legacy Trust held 30,167 SYK shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,167 shares
    Change vs previous 13F -285 shares

    1.68% of the 13F portfolio, value $9,497,778.

    13F-HR 0001772483-26-000004 filed by Legacy Trust
    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 30,452 shares
    Change vs previous 13F +8,091 shares

    1.92% of the 13F portfolio, value $10,006,223.

    13F-HR 0001772483-26-000002 filed by Legacy Trust
    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 22,361 shares
    Change vs previous 13F +1,162 shares

    1.47% of the 13F portfolio, value $7,859,221.

    13F-HR 0001772483-26-000001 filed by Legacy Trust
    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 21,199 shares
    Change vs previous 13F +2,448 shares

    1.55% of the 13F portfolio, value $7,836,634.

    13F-HR 0001772483-25-000006 filed by Legacy Trust
    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 18,751 shares
    Change vs previous 13F -1,092 shares

    1.82% of the 13F portfolio, value $7,418,458.

    13F-HR 0001772483-25-000003 filed by Legacy Trust
    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 19,843 shares
    Change vs previous 13F +105 shares

    1.78% of the 13F portfolio, value $7,386,557.

    13F-HR 0001772483-25-000002 filed by Legacy Trust
    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 19,738 shares
    Change vs previous 13F +292 shares

    1.65% of the 13F portfolio, value $7,106,667.

    13F-HR 0001772483-25-000001 filed by Legacy Trust
    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 19,446 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $7,025,062.

    13F-HR 0001772483-24-000004 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

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