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Disclosery

Caldwell Trust Co: SYK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Caldwell Trust Co on SYK, newest first. How the timeline and the estimate are built.

Caldwell Trust Co held 10,631 SYK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,631 shares
    Change vs previous 13F -493 shares

    0.27% of the 13F portfolio, value $3,347,064.

    13F-HR 0001420506-26-001370 filed by Caldwell Trust Co
    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 11,124 shares
    Change vs previous 13F -659 shares

    0.33% of the 13F portfolio, value $3,655,235.

    13F-HR 0001420506-26-000706 filed by Caldwell Trust Co
    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 11,783 shares
    Change vs previous 13F -189 shares

    0.37% of the 13F portfolio, value $4,141,371.

    13F-HR 0001420506-26-000112 filed by Caldwell Trust Co
    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 11,972 shares
    Change vs previous 13F +270 shares

    0.41% of the 13F portfolio, value $4,425,689.

    13F-HR 0001420506-25-002900 filed by Caldwell Trust Co
    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 11,702 shares
    Change vs previous 13F -164 shares

    0.46% of the 13F portfolio, value $4,629,662.

    13F-HR 0001420506-25-002730 filed by Caldwell Trust Co
    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 11,866 shares
    Change vs previous 13F +159 shares

    0.47% of the 13F portfolio, value $4,417,119.

    13F-HR 0001420506-25-002738 filed by Caldwell Trust Co
    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 11,707 shares
    Change vs previous 13F -85 shares

    0.44% of the 13F portfolio, value $4,215,105.

    13F-HR 0001420506-25-002748 filed by Caldwell Trust Co
    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 11,792 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $4,259,978.

    13F-HR 0001420506-25-002749 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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