SHELTON WEALTH MANAGEMENT, LLC: SYK position timeline

SHELTON WEALTH MANAGEMENT, LLC held 4,205 SYK shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 4,205 shares

   Change vs previous 13F +789 shares

   0.52% of the 13F portfolio, value $1,323,907.

   13F-HR 0001725547-26-000222 filed by SHELTON WEALTH MANAGEMENT, LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 3,416 shares

   Change vs previous 13F +225 shares

   0.49% of the 13F portfolio, value $1,122,329.

   13F-HR 0001725547-26-000164 filed by SHELTON WEALTH MANAGEMENT, LLC
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 3,191 shares

   Change vs previous 13F +219 shares

   0.49% of the 13F portfolio, value $1,121,609.

   13F-HR 0001725547-26-000054 filed by SHELTON WEALTH MANAGEMENT, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 2,972 shares

   Change vs previous 13F +242 shares

   0.51% of the 13F portfolio, value $1,098,589.

   13F-HR 0001725547-25-004105 filed by SHELTON WEALTH MANAGEMENT, LLC
   Filed 2025-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 2,730 shares

   Change vs previous 13F not available

   0.54% of the 13F portfolio, value $1,080,253.

   13F-HR 0001725547-25-003405 filed by SHELTON WEALTH MANAGEMENT, LLC
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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