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CWS Financial Advisors, LLC: SYK position timeline

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

CWS Financial Advisors, LLC held 243,264 SYK shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 243,264 shares
    Change vs previous 13F +88 shares

    17% of the 13F portfolio, value $76,589,123.

    13F-HR 0001104659-26-088541 filed by CWS Financial Advisors, 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 243,176 shares
    Change vs previous 13F -9,000 shares

    20.47% of the 13F portfolio, value $79,905,217.

    13F-HR 0001104659-26-049318 filed by CWS Financial 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 ended2025-12-31
    13F 252,176 shares
    Change vs previous 13F -1,974 shares

    24.06% of the 13F portfolio, value $88,632,297.

    13F-HR 0001104659-26-011365 filed by CWS Financial 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 ended2025-09-30
    13F 254,150 shares
    Change vs previous 13F -363 shares

    26.08% of the 13F portfolio, value $93,951,534.

    13F-HR 0001104659-25-106015 filed by CWS Financial 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 ended2025-06-30
    13F 254,513 shares
    Change vs previous 13F -2,156 shares

    29.3% of the 13F portfolio, value $100,693,166.

    13F-HR 0001104659-25-075641 filed by CWS Financial 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 ended2025-03-31
    13F 256,669 shares
    Change vs previous 13F +88 shares

    30.17% of the 13F portfolio, value $95,545,165.

    13F-HR 0001104659-25-047906 filed by CWS Financial 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 ended2024-12-31
    13F 256,581 shares
    Change vs previous 13F -713 shares

    29.91% of the 13F portfolio, value $92,381,867.

    13F-HR 0001104659-25-009042 filed by CWS Financial 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 ended2024-09-30
    13F 257,294 shares
    Change vs previous 13F not available

    32.93% of the 13F portfolio, value $92,949,894.

    13F-HR 0001104659-24-118471 filed by CWS Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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