Skip to content
Disclosery

Waldron Private Wealth LLC: SYK position timeline

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

Waldron Private Wealth LLC held 71,770 SYK shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,770 shares
    Change vs previous 13F +1,675 shares

    0.78% of the 13F portfolio, value $22,596,067.

    13F-HR 0001598180-26-000005 filed by Waldron Private 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 70,095 shares
    Change vs previous 13F +82 shares

    0.9% of the 13F portfolio, value $23,032,517.

    13F-HR 0001598180-26-000004 filed by Waldron Private 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 70,013 shares
    Change vs previous 13F -10 shares

    0.97% of the 13F portfolio, value $24,607,467.

    13F-HR 0001598180-26-000001 filed by Waldron Private 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 70,023 shares
    Change vs previous 13F +72 shares

    1.05% of the 13F portfolio, value $25,885,401.

    13F-HR 0001598180-25-000005 filed by Waldron Private 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 69,951 shares
    Change vs previous 13F -8 shares

    1.21% of the 13F portfolio, value $27,674,715.

    13F-HR 0001085146-25-004382 filed by Waldron Private 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 69,959 shares
    Change vs previous 13F -2,536 shares

    1.23% of the 13F portfolio, value $26,042,237.

    13F-HR 0001085146-25-002780 filed by Waldron Private 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 72,495 shares
    Change vs previous 13F -71,647 shares

    1.05% of the 13F portfolio, value $26,101,822.

    13F-HR 0001085146-25-000463 filed by Waldron Private 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 144,142 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $52,072,738.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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