Skip to content
Disclosery

EP Wealth Advisors, LLC: SYK position timeline

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

EP Wealth Advisors, LLC held 243,288 SYK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 243,288 shares
    Change vs previous 13F +26,901 shares

    0.29% of the 13F portfolio, value $76,596,653.

    13F-HR 0001398344-26-014114 filed by EP Wealth 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 216,387 shares
    Change vs previous 13F +10,433 shares

    0.35% of the 13F portfolio, value $71,102,440.

    13F-HR 0001398344-26-009125 filed by EP Wealth 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 205,954 shares
    Change vs previous 13F +10,156 shares

    0.38% of the 13F portfolio, value $72,386,800.

    13F-HR 0001398344-26-003327 filed by EP Wealth 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 ended2025-06-30
    13F 195,798 shares
    Change vs previous 13F +940 shares

    0.51% of the 13F portfolio, value $77,463,508.

    13F-HR 0001398344-25-015642 filed by EP Wealth 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 ended2025-03-31
    13F 194,858 shares
    Change vs previous 13F +1,716 shares

    0.58% of the 13F portfolio, value $72,535,932.

    13F-HR 0001398344-25-009656 filed by EP Wealth 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 ended2024-12-31
    13F 193,142 shares
    Change vs previous 13F -3,649 shares

    0.57% of the 13F portfolio, value $69,540,849.

    13F-HR 0001398344-25-002748 filed by EP Wealth 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 ended2024-09-30
    13F 196,791 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $71,092,422.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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