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JGP Wealth Management, LLC: SYK position timeline

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

JGP Wealth Management, LLC held 7,356 SYK shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,356 shares
    Change vs previous 13F -151 shares

    0.18% of the 13F portfolio, value $2,025,688.

    13F-HR 0001085146-26-000887 filed by JGP Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,507 shares
    Change vs previous 13F +10 shares

    0.21% of the 13F portfolio, value $2,363,411.

    13F-HR 0001748278-26-000004 filed by JGP Wealth Management, 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 7,497 shares
    Change vs previous 13F -2,614 shares

    0.26% of the 13F portfolio, value $2,463,433.

    13F-HR 0001748278-26-000003 filed by JGP Wealth Management, 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 10,111 shares
    Change vs previous 13F +67 shares

    0.37% of the 13F portfolio, value $3,553,874.

    13F-HR 0001748278-26-000002 filed by JGP Wealth Management, 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 10,044 shares
    Change vs previous 13F -61 shares

    0.41% of the 13F portfolio, value $3,680,103.

    13F-HR 0001748278-25-000004 filed by JGP Wealth Management, 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 10,105 shares
    Change vs previous 13F +81 shares

    0.48% of the 13F portfolio, value $3,997,665.

    13F-HR 0001085146-25-004190 filed by JGP Wealth Management, 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 10,024 shares
    Change vs previous 13F -450 shares

    0.49% of the 13F portfolio, value $3,731,450.

    13F-HR 0001085146-25-001945 filed by JGP Wealth Management, 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 10,474 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $3,771,011.

    13F-HR 0001085146-25-000202 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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