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Advisors Capital Management, LLC: SYK position timeline

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

Advisors Capital Management, LLC held 89,485 SYK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,485 shares
    Change vs previous 13F +20,268 shares

    0.3% of the 13F portfolio, value $28,173,473.

    13F-HR 0002063364-26-000293 filed by Advisors Capital Management, 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 69,217 shares
    Change vs previous 13F +2,522 shares

    0.27% of the 13F portfolio, value $22,744,272.

    13F-HR 0002063364-26-000145 filed by Advisors Capital Management, 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 66,695 shares
    Change vs previous 13F +4,071 shares

    0.28% of the 13F portfolio, value $23,441,395.

    13F-HR 0002063364-26-000044 filed by Advisors Capital Management, 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 62,624 shares
    Change vs previous 13F +1,689 shares

    0.29% of the 13F portfolio, value $23,150,232.

    13F-HR 0002063364-25-000276 filed by Advisors Capital Management, 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 60,935 shares
    Change vs previous 13F +1,711 shares

    0.33% of the 13F portfolio, value $24,108,031.

    13F-HR 0002063364-25-000193 filed by Advisors Capital Management, 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 59,224 shares
    Change vs previous 13F +987 shares

    0.34% of the 13F portfolio, value $22,046,192.

    13F-HR 0002063364-25-000095 filed by Advisors Capital Management, 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 58,237 shares
    Change vs previous 13F +1,230 shares

    0.33% of the 13F portfolio, value $20,968,529.

    13F-HR 0001345576-25-000009 filed by Advisors Capital 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 57,007 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $20,595,000.

    13F-HR 0001345576-24-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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