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Waterway Wealth Management, LLC: SYK position timeline

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

Waterway Wealth Management, LLC held 5,010 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 5,010 shares
    Change vs previous 13F +1,247 shares

    0.32% of the 13F portfolio, value $1,577,492.

    13F-HR 0001104659-26-082945 filed by Waterway 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 3,763 shares
    Change vs previous 13F +1,215 shares

    0.27% of the 13F portfolio, value $1,236,379.

    13F-HR 0001104659-26-045912 filed by Waterway 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 2,548 shares
    Change vs previous 13F +111 shares

    0.2% of the 13F portfolio, value $895,643.

    13F-HR 0001104659-26-015612 filed by Waterway 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 2,437 shares
    Change vs previous 13F +336 shares

    0.21% of the 13F portfolio, value $900,922.

    13F-HR 0001104659-25-107482 filed by Waterway 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 2,101 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $831,232.

    13F-HR 0001104659-25-078222 filed by Waterway Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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