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Legacy Wealth Management, LLC / MS: SYK position timeline

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

Legacy Wealth Management, LLC / MS held 7,304 SYK shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,304 shares
    Change vs previous 13F -1,400 shares

    0.59% of the 13F portfolio, value $2,299,714.

    13F-HR 0001214659-26-008317 filed by Legacy Wealth Management, LLC / MS
    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 8,704 shares
    Change vs previous 13F +1 shares

    0.82% of the 13F portfolio, value $2,860,005.

    13F-HR 0001214659-26-004531 filed by Legacy Wealth Management, LLC / MS
    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 8,703 shares
    Change vs previous 13F +1,188 shares

    0.82% of the 13F portfolio, value $3,058,993.

    13F-HR 0001214659-26-000074 filed by Legacy Wealth Management, LLC / MS
    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 7,515 shares
    Change vs previous 13F -976 shares

    0.84% of the 13F portfolio, value $2,778,070.

    13F-HR 0001214659-25-015245 filed by Legacy Wealth Management, LLC / MS
    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 8,491 shares
    Change vs previous 13F -225 shares

    1.02% of the 13F portfolio, value $3,359,294.

    13F-HR 0001214659-25-009905 filed by Legacy Wealth Management, LLC / MS
    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 8,716 shares
    Change vs previous 13F 0 shares

    1.06% of the 13F portfolio, value $3,244,531.

    13F-HR 0001214659-25-005342 filed by Legacy Wealth Management, LLC / MS
    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 8,716 shares
    Change vs previous 13F -655 shares

    1.25% of the 13F portfolio, value $3,138,196.

    13F-HR 0001214659-25-000164 filed by Legacy Wealth Management, LLC / MS
    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 9,371 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $3,385,367.

    13F-HR 0001214659-24-020407 filed by Legacy Wealth Management, LLC / MS
    Filed (acceptance time not in the bulk data set), ingested

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