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MISSION WEALTH MANAGEMENT, LP: SYK position timeline

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

MISSION WEALTH MANAGEMENT, LP held 9,008 SYK shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,008 shares
    Change vs previous 13F -2,943 shares

    0.04% of the 13F portfolio, value $2,836,030.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    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 11,951 shares
    Change vs previous 13F -37 shares

    0.08% of the 13F portfolio, value $3,926,904.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    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 11,988 shares
    Change vs previous 13F -204 shares

    0.09% of the 13F portfolio, value $4,213,418.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    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 12,192 shares
    Change vs previous 13F -644 shares

    0.09% of the 13F portfolio, value $4,506,911.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    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 12,836 shares
    Change vs previous 13F +1,459 shares

    0.11% of the 13F portfolio, value $5,078,198.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    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 11,377 shares
    Change vs previous 13F +2,873 shares

    0.11% of the 13F portfolio, value $4,235,188.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    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 8,504 shares
    Change vs previous 13F +601 shares

    0.07% of the 13F portfolio, value $3,062,034.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
    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 7,903 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,855,031.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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