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Diversify Advisory Services, LLC: SYK position timeline

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

Diversify Advisory Services, LLC held 34,550 SYK shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,550 shares
    Change vs previous 13F +19,047 shares

    0.1% of the 13F portfolio, value $11,634,408.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 17,275 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 17,275 shares

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

  2. period ended2026-03-31
    13F 15,503 shares
    Change vs previous 13F +543 shares

    0.09% of the 13F portfolio, value $4,885,441.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,503 shares

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

  3. period ended2025-12-31
    13F 14,960 shares
    Change vs previous 13F -173 shares

    0.1% of the 13F portfolio, value $5,344,543.

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 2,695 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,265 shares

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

  4. period ended2025-09-30
    13F 15,133 shares
    Change vs previous 13F -342 shares

    0.12% of the 13F portfolio, value $5,420,178.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 3,589 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,544 shares

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

  5. period ended2025-06-30
    13F 15,475 shares
    Change vs previous 13F +5,257 shares

    0.14% of the 13F portfolio, value $5,828,005.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 4,923 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,552 shares

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

  6. period ended2025-03-31
    13F 10,218 shares
    Change vs previous 13F +1,013 shares

    0.13% of the 13F portfolio, value $3,790,269.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 540 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,678 shares

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

  7. period ended2024-12-31
    13F 9,205 shares
    Change vs previous 13F +373 shares

    0.26% of the 13F portfolio, value $3,365,980.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, 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 8,832 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $3,208,288.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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