Position in SYK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$260,372
-$394,507 QoQ
Shares Held
827
-58.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,805
of 2,258 holders
Holding Since
Dec 2020
20 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, 2026Octavia Wealth Advisors, LLC holds $1,599,567 across 3 Medical Devices names. SYK ranks #2 (16.3% of the industry book) .
All Filings in SYK
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,372 | 827 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $654,879 | 1,993 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $527,556 | 1,501 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $562,268 | 1,521 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $379,804 | 960 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $607,512 | 1,632 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $574,279 | 1,595 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $575,848 | 1,594 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $493,362 | 1,450 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $324,945 | 908 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $489,018 | 1,633 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $401,160 | 1,468 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $447,872 | 1,468 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $210,962 | 739 | Shares | Sole | 2023-04-20 | |
| 2022-03-31 | $207,998 | 778 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $404,071 | 1,511 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $209,393 | 794 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $215,316 | 829 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $426,752 | 1,752 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $267,828 | 1,093 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||