PUREfi Wealth, LLC: SYK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PUREfi Wealth, LLC on SYK, newest first. How the timeline and the estimate are built.
PUREfi Wealth, LLC held 21,356 SYK shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 21,356 sharesChange vs previous 13F +10 shares
3.69% of the 13F portfolio, value $6,723,821.
13F-HR 0002001520-26-000003 filed by PUREfi 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 21,346 sharesChange vs previous 13F +7 shares
4.59% of the 13F portfolio, value $7,014,155.
13F-HR 0002001520-26-000002 filed by PUREfi 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 21,339 sharesChange vs previous 13F +25 shares
5.75% of the 13F portfolio, value $7,500,069.
13F-HR 0002001520-26-000001 filed by PUREfi 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 21,314 sharesChange vs previous 13F -172 shares
6.07% of the 13F portfolio, value $7,879,174.
13F-HR 0002001520-25-000005 filed by PUREfi 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 21,486 sharesChange vs previous 13F +5 shares
6.8% of the 13F portfolio, value $8,500,685.
13F-HR 0002001520-25-000003 filed by PUREfi Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 21,481 sharesChange vs previous 13F -310 shares
8% of the 13F portfolio, value $7,996,336.
13F-HR 0002001520-25-000002 filed by PUREfi Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 21,791 sharesChange vs previous 13F not available
7.68% of the 13F portfolio, value $7,845,762.
13F-HR 0002001520-25-000001 filed by PUREfi Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).