Skip to content
Disclosery

Oak Asset Management, LLC: SYK position timeline

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

Oak Asset Management, LLC held 18,124 SYK shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,124 shares
    Change vs previous 13F +26 shares

    1.57% of the 13F portfolio, value $4,991,077.

    13F-HR 0001726375-26-000005 filed by Oak Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,098 shares
    Change vs previous 13F +188 shares

    1.83% of the 13F portfolio, value $5,697,976.

    13F-HR 0001726375-26-000003 filed by Oak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 17,910 shares
    Change vs previous 13F +327 shares

    2.03% of the 13F portfolio, value $5,884,977.

    13F-HR 0001726375-26-000002 filed by Oak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 17,583 shares
    Change vs previous 13F +49 shares

    2.11% of the 13F portfolio, value $6,179,757.

    13F-HR 0001726375-26-000001 filed by Oak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 17,534 shares
    Change vs previous 13F -547 shares

    2.22% of the 13F portfolio, value $6,481,951.

    13F-HR 0001726375-25-000003 filed by Oak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 18,081 shares
    Change vs previous 13F -298 shares

    2.56% of the 13F portfolio, value $7,153,490.

    13F-HR 0001085146-25-003766 filed by Oak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 18,379 shares
    Change vs previous 13F +165 shares

    2.51% of the 13F portfolio, value $6,841,615.

    13F-HR 0001085146-25-002040 filed by Oak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 18,214 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $6,557,923.

    13F-HR 0001085146-25-000173 filed by Oak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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