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Disclosery

Peterson Wealth Services: SYK position timeline

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

Peterson Wealth Services held 14,341 SYK shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,341 shares
    Change vs previous 13F +135 shares

    0.98% of the 13F portfolio, value $4,515,254.

    13F-HR 0001906799-26-000004 filed by Peterson Wealth Services
    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 14,206 shares
    Change vs previous 13F +378 shares

    1.15% of the 13F portfolio, value $4,667,899.

    13F-HR 0001906799-26-000002 filed by Peterson Wealth Services
    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 13,828 shares
    Change vs previous 13F -7,246 shares

    1.24% of the 13F portfolio, value $4,859,967.

    13F-HR 0001906799-26-000001 filed by Peterson Wealth Services
    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 21,074 shares
    Change vs previous 13F +7,657 shares

    1.37% of the 13F portfolio, value $4,970,395.

    13F-HR 0001906799-25-000004 filed by Peterson Wealth Services
    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 13,417 shares
    Change vs previous 13F +168 shares

    1.45% of the 13F portfolio, value $5,308,111.

    13F-HR 0001729869-25-000005 filed by Peterson Wealth Services
    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 13,249 shares
    Change vs previous 13F +421 shares

    1.53% of the 13F portfolio, value $4,931,940.

    13F-HR 0001906799-25-000001 filed by Peterson Wealth Services
    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 12,828 shares
    Change vs previous 13F +68 shares

    1.39% of the 13F portfolio, value $4,618,702.

    13F-HR 0002012421-25-000004 filed by Peterson Wealth Services
    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 12,760 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $4,609,680.

    13F-HR 0001906799-24-000005 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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