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Moser Wealth Advisors, LLC: SYK position timeline

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

Moser Wealth Advisors, LLC held 7,323 SYK shares at 2025-06-30 per its 13F-HR filed 2025-07-31.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 7,323 shares
    Change vs previous 13F 0 shares

    1.39% of the 13F portfolio, value $2,897,284.

    13F-HR 0001803081-25-000003 filed by Moser Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 7,323 shares
    Change vs previous 13F +1 shares

    1.43% of the 13F portfolio, value $2,725,844.

    13F-HR 0001803081-25-000002 filed by Moser Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 7,322 shares
    Change vs previous 13F -149 shares

    1.37% of the 13F portfolio, value $2,636,307.

    13F-HR 0001803081-25-000001 filed by Moser Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 7,471 shares
    Change vs previous 13F -25 shares

    1.4% of the 13F portfolio, value $2,699,147.

    13F-HR 0001803081-24-000004 filed by Moser Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 7,496 shares
    Change vs previous 13F +1 shares

    1.39% of the 13F portfolio, value $2,550,462.

    13F-HR 0001803081-24-000003 filed by Moser Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 7,495 shares
    Change vs previous 13F 0 shares

    1.49% of the 13F portfolio, value $2,682,317.

    13F-HR 0001803081-24-000002 filed by Moser Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 7,495 shares
    Change vs previous 13F -349 shares

    1.43% of the 13F portfolio, value $2,244,321.

    13F-HR 0001803081-24-000001 filed by Moser Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 7,844 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $2,143,479.

    13F-HR 0001803081-23-000004 filed by Moser Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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