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Disclosery

Summit Financial, LLC: SYK position timeline

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

Summit Financial, LLC held 15,905 SYK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,905 shares
    Change vs previous 13F +1,015 shares

    0.06% of the 13F portfolio, value $5,021,580.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 14,890 shares
    Change vs previous 13F -481 shares

    0.06% of the 13F portfolio, value $4,905,693.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 15,371 shares
    Change vs previous 13F -1,593 shares

    0.08% of the 13F portfolio, value $5,415,817.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 16,964 shares
    Change vs previous 13F -3,353 shares

    0.1% of the 13F portfolio, value $6,271,160.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 20,317 shares
    Change vs previous 13F -504 shares

    0.18% of the 13F portfolio, value $8,055,142.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 20,821 shares
    Change vs previous 13F -3,635 shares

    0.22% of the 13F portfolio, value $7,750,675.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 24,456 shares
    Change vs previous 13F +17,196 shares

    0.31% of the 13F portfolio, value $8,825,822.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 7,260 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,628,413.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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