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Disclosery

CapWealth Advisors, LLC: SYK position timeline

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

CapWealth Advisors, LLC held 44,625 SYK shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 44,625 shares
    Change vs previous 13F +2,877 shares

    0.93% of the 13F portfolio, value $12,289,252.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 41,748 shares
    Change vs previous 13F +4,273 shares

    0.9% of the 13F portfolio, value $13,144,063.

    13F-HR 0001531809-26-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 37,475 shares
    Change vs previous 13F +1,406 shares

    0.91% of the 13F portfolio, value $12,313,867.

    13F-HR 0001531809-26-000004 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 36,069 shares
    Change vs previous 13F +5,558 shares

    0.87% of the 13F portfolio, value $12,677,318.

    13F-HR/A 0001531809-26-000003 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F/A 30,511 shares
    Change vs previous 13F -542 shares

    0.78% of the 13F portfolio, value $11,278,996.

    13F-HR/A 0001531809-26-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 31,053 shares
    Change vs previous 13F +115 shares

    1.21% of the 13F portfolio, value $12,285,338.

    13F-HR 0001531809-25-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 30,938 shares
    Change vs previous 13F +1,712 shares

    1.25% of the 13F portfolio, value $11,516,743.

    13F-HR 0001531809-25-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 29,226 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $10,522,757.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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