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Marks Group Wealth Management, Inc: SYK position timeline

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

Marks Group Wealth Management, Inc held 24,998 SYK shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,998 shares
    Change vs previous 13F -9,735 shares

    0.69% of the 13F portfolio, value $7,870,371.

    13F-HR 0001802473-26-000005 filed by Marks Group Wealth Management, Inc
    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 34,733 shares
    Change vs previous 13F -9,324 shares

    1.1% of the 13F portfolio, value $11,412,916.

    13F-HR 0001802473-26-000003 filed by Marks Group Wealth Management, Inc
    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 44,057 shares
    Change vs previous 13F -7,418 shares

    1.48% of the 13F portfolio, value $15,484,714.

    13F-HR 0001802473-26-000002 filed by Marks Group Wealth Management, Inc
    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 51,475 shares
    Change vs previous 13F -1,936 shares

    1.77% of the 13F portfolio, value $19,028,763.

    13F-HR 0001802473-25-000008 filed by Marks Group Wealth Management, Inc
    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 53,411 shares
    Change vs previous 13F -124 shares

    1.97% of the 13F portfolio, value $21,131,032.

    13F-HR 0001802473-25-000007 filed by Marks Group Wealth Management, Inc
    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 53,535 shares
    Change vs previous 13F +830 shares

    1.92% of the 13F portfolio, value $19,928,404.

    13F-HR 0001802473-25-000004 filed by Marks Group Wealth Management, Inc
    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 52,705 shares
    Change vs previous 13F -231 shares

    1.87% of the 13F portfolio, value $18,976,436.

    13F-HR 0001802473-25-000002 filed by Marks Group Wealth Management, Inc
    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 52,936 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $19,123,659.

    13F-HR 0001802473-24-000006 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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