Plan A Wealth LLC: SYK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Plan A Wealth LLC on SYK, newest first. How the timeline and the estimate are built.
Plan A Wealth LLC held 1,490 SYK shares at 2026-09-30 per its 13F-HR filed 2026-10-08.
the latest 13F is the newest step
- period ended2026-09-3013F 1,490 sharesChange vs previous 13F +49 shares
0.15% of the 13F portfolio, value $410,362.
13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
Accepted , ingested - period ended2026-06-3013F 1,441 sharesChange vs previous 13F +208 shares
0.19% of the 13F portfolio, value $453,712.
13F-HR 0001172661-26-002615 filed by Plan A Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,233 sharesChange vs previous 13F +48 shares
0.19% of the 13F portfolio, value $405,172.
13F-HR 0001172661-26-002250 filed by Plan A Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,185 sharesChange vs previous 13F +66 shares
0.2% of the 13F portfolio, value $416,506.
13F-HR 0001172661-26-000517 filed by Plan A Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,119 sharesChange vs previous 13F +101 shares
0.21% of the 13F portfolio, value $413,668.
13F-HR 0001172661-25-004609 filed by Plan A Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,018 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $402,751.
13F-HR 0001172661-25-004608 filed by Plan A Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).