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Disclosery

Stone Summit Wealth LLC: SYK position timeline

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

Stone Summit Wealth LLC held 10,047 SYK shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,047 shares
    Change vs previous 13F -686 shares

    0.8% of the 13F portfolio, value $3,163,197.

    13F-HR 0001754960-26-000614 filed by Stone Summit Wealth 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 10,733 shares
    Change vs previous 13F -382 shares

    0.98% of the 13F portfolio, value $3,526,756.

    13F-HR 0002085853-26-000460 filed by Stone Summit Wealth 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 11,115 shares
    Change vs previous 13F +222 shares

    1.06% of the 13F portfolio, value $3,906,589.

    13F-HR 0002085853-26-000102 filed by Stone Summit Wealth 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 10,893 shares
    Change vs previous 13F -867 shares

    1.14% of the 13F portfolio, value $4,026,815.

    13F-HR 0002085853-25-000137 filed by Stone Summit Wealth 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 11,760 shares
    Change vs previous 13F +40 shares

    1.44% of the 13F portfolio, value $4,652,609.

    13F-HR 0001667731-25-000854 filed by Stone Summit Wealth 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 11,720 shares
    Change vs previous 13F -272 shares

    1.48% of the 13F portfolio, value $4,362,770.

    13F-HR 0001667731-25-000518 filed by Stone Summit Wealth 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 11,992 shares
    Change vs previous 13F -710 shares

    1.45% of the 13F portfolio, value $4,317,720.

    13F-HR 0001667731-25-000149 filed by Stone Summit Wealth 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 12,702 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $4,588,725.

    13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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