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Segment Wealth Management, LLC: SYK position timeline

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

Segment Wealth Management, LLC held 56,773 SYK shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,773 shares
    Change vs previous 13F +2,028 shares

    0.93% of the 13F portfolio, value $17,874,493.

    13F-HR 0001575581-26-000003 filed by Segment Wealth Management, LLC
    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 54,745 shares
    Change vs previous 13F +1,456 shares

    1.06% of the 13F portfolio, value $17,988,744.

    13F-HR 0001575581-26-000002 filed by Segment Wealth 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 ended2025-12-31
    13F 53,289 shares
    Change vs previous 13F +1,105 shares

    1.09% of the 13F portfolio, value $18,729,576.

    13F-HR 0001575581-26-000001 filed by Segment Wealth 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 ended2025-09-30
    13F 52,184 shares
    Change vs previous 13F +57 shares

    1.16% of the 13F portfolio, value $19,290,821.

    13F-HR 0001575581-25-000003 filed by Segment Wealth 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 ended2025-06-30
    13F 52,127 shares
    Change vs previous 13F -349 shares

    1.31% of the 13F portfolio, value $20,622,834.

    13F-HR 0001085146-25-003996 filed by Segment Wealth 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 ended2025-03-31
    13F 52,476 shares
    Change vs previous 13F +682 shares

    1.32% of the 13F portfolio, value $19,534,271.

    13F-HR 0001085146-25-002215 filed by Segment Wealth 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 ended2024-12-31
    13F 51,794 shares
    Change vs previous 13F +290 shares

    1.27% of the 13F portfolio, value $18,648,387.

    13F-HR 0001085146-25-000297 filed by Segment Wealth 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 ended2024-09-30
    13F 51,504 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $18,606,169.

    13F-HR 0001085146-24-005054 filed by Segment Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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