Position in SYK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$713,427
-$59,088 QoQ
Shares Held
2,266
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,322
of 2,252 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SYK Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $1,056,626 across 3 Medical Devices names. SYK ranks #1 (67.5% of the industry book) .
All Filings in SYK
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $713,427 | 2,266 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $772,515 | 2,351 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $374,315 | 1,065 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $419,945 | 1,136 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $395,630 | 1,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $531,573 | 1,428 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $536,114 | 1,489 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $577,654 | 1,599 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $593,055 | 1,743 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $532,868 | 1,489 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $469,852 | 1,569 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $382,578 | 1,400 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $619,942 | 2,032 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $313,446 | 1,098 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||