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Capital Wealth Planning, LLC: SYK position timeline

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

Capital Wealth Planning, LLC held 15,651 SYK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,651 shares
    Change vs previous 13F +65 shares

    0.02% of the 13F portfolio, value $4,927,526.

    13F-HR 0002085853-26-001006 filed by Capital Wealth Planning, 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 15,586 shares
    Change vs previous 13F +50 shares

    0.03% of the 13F portfolio, value $5,121,367.

    13F-HR 0002085853-26-000600 filed by Capital Wealth Planning, 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 15,536 shares
    Change vs previous 13F +359 shares

    0.04% of the 13F portfolio, value $5,460,399.

    13F-HR 0002085853-26-000251 filed by Capital Wealth Planning, 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 15,177 shares
    Change vs previous 13F -104 shares

    0.04% of the 13F portfolio, value $5,610,441.

    13F-HR 0002085853-25-000273 filed by Capital Wealth Planning, 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 15,281 shares
    Change vs previous 13F -58 shares

    0.05% of the 13F portfolio, value $6,045,578.

    13F-HR 0001566728-25-000006 filed by Capital Wealth Planning, 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 15,339 shares
    Change vs previous 13F -37 shares

    0.05% of the 13F portfolio, value $5,709,901.

    13F-HR 0001566728-25-000005 filed by Capital Wealth Planning, 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 15,376 shares
    Change vs previous 13F +286 shares

    0.05% of the 13F portfolio, value $5,536,089.

    13F-HR 0001566728-25-000001 filed by Capital Wealth Planning, 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 15,090 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,451,413.

    13F-HR 0001566728-24-000005 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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