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Kestra Advisory Services, LLC: SYK position timeline

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

Kestra Advisory Services, LLC held 114,119 SYK shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,119 shares
    Change vs previous 13F -2,199 shares

    0.09% of the 13F portfolio, value $35,929,288.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,853 shares
    • Kestra Advisory Services, LLC: 86,266 shares

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

  2. period ended2026-03-31
    13F 116,318 shares
    Change vs previous 13F +4,833 shares

    0.11% of the 13F portfolio, value $38,220,993.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,316 shares
    • Kestra Advisory Services, LLC: 89,002 shares

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

  3. period ended2025-12-31
    13F 111,485 shares
    Change vs previous 13F +7,241 shares

    0.12% of the 13F portfolio, value $39,183,461.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 26,576 shares
    • Kestra Advisory Services, LLC: 84,909 shares

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

  4. period ended2025-09-30
    13F 104,244 shares
    Change vs previous 13F -12,949 shares

    0.13% of the 13F portfolio, value $38,535,638.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 22,398 shares
    • Kestra Advisory Services, LLC: 81,846 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 117,193 shares
    Change vs previous 13F -3,021 shares

    0.15% of the 13F portfolio, value $46,365,218.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 21,264 shares
    • Kestra Advisory Services, LLC: 95,217 shares
    • Kestra Investment Management, LLC: 712 shares

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

  6. period ended2025-03-31
    13F/A 120,214 shares
    Change vs previous 13F +1,944 shares

    0.15% of the 13F portfolio, value $44,749,662.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 19,476 shares
    • Kestra Advisory Services, LLC: 100,409 shares
    • Kestra Investment Management, LLC: 329 shares

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

  7. period ended2024-12-31
    13F 118,270 shares
    Change vs previous 13F -868 shares

    0.16% of the 13F portfolio, value $42,666,354.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 19,064 shares
    • Kestra Advisory Services, LLC: 99,096 shares
    • Kestra Investment Management, LLC: 110 shares

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

  8. period ended2024-09-30
    13F 119,138 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $43,039,969.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 17,858 shares
    • Kestra Advisory Services, LLC: 100,322 shares
    • Kestra Investment Management, LLC: 958 shares

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