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Zhang Financial LLC: SYK position timeline

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

Zhang Financial LLC held 103,679 SYK shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,679 shares
    Change vs previous 13F -120 shares

    0.95% of the 13F portfolio, value $32,642,468.

    13F-HR 0001776290-26-000005 filed by Zhang 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 103,799 shares
    Change vs previous 13F -6,549 shares

    1.18% of the 13F portfolio, value $34,107,557.

    13F-HR 0001776290-26-000004 filed by Zhang 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 110,348 shares
    Change vs previous 13F -3,632 shares

    1.45% of the 13F portfolio, value $38,783,764.

    13F-HR 0001776290-26-000002 filed by Zhang 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 113,980 shares
    Change vs previous 13F +59 shares

    1.71% of the 13F portfolio, value $42,134,881.

    13F-HR 0001776290-25-000006 filed by Zhang 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 113,921 shares
    Change vs previous 13F -333 shares

    2.08% of the 13F portfolio, value $45,070,711.

    13F-HR 0001776290-25-000005 filed by Zhang 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 114,254 shares
    Change vs previous 13F -635 shares

    2.25% of the 13F portfolio, value $42,531,005.

    13F-HR 0001776290-25-000002 filed by Zhang 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 114,889 shares
    Change vs previous 13F +40,784 shares

    2.37% of the 13F portfolio, value $41,365,549.

    13F-HR 0001776290-25-000001 filed by Zhang 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 74,105 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $26,771,016.

    13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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