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Disclosery

Nelson Capital Management, LLC: SYK position timeline

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

Nelson Capital Management, LLC held 15,466 SYK shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,466 shares
    Change vs previous 13F -343 shares

    0.53% of the 13F portfolio, value $4,869,435.

    13F-HR 0001512611-26-000004 filed by Nelson Capital Management, 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 15,809 shares
    Change vs previous 13F -220 shares

    0.63% of the 13F portfolio, value $5,194,799.

    13F-HR 0001512611-26-000002 filed by Nelson Capital 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 ended2025-12-31
    13F 16,029 shares
    Change vs previous 13F -291 shares

    0.66% of the 13F portfolio, value $5,633,832.

    13F-HR 0001512611-26-000001 filed by Nelson Capital 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 ended2025-09-30
    13F 16,320 shares
    Change vs previous 13F +457 shares

    0.72% of the 13F portfolio, value $6,033,128.

    13F-HR 0001512611-25-000003 filed by Nelson Capital 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 ended2025-06-30
    13F 15,863 shares
    Change vs previous 13F +4,067 shares

    0.83% of the 13F portfolio, value $6,275,993.

    13F-HR 0001085146-25-004113 filed by Nelson Capital 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 ended2025-03-31
    13F 11,796 shares
    Change vs previous 13F +19 shares

    0.76% of the 13F portfolio, value $4,391,156.

    13F-HR 0001085146-25-002617 filed by Nelson Capital 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 ended2024-12-31
    13F 11,777 shares
    Change vs previous 13F -288 shares

    0.7% of the 13F portfolio, value $4,240,309.

    13F-HR 0001085146-25-000793 filed by Nelson Capital 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 ended2024-09-30
    13F 12,065 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $4,358,602.

    13F-HR 0001085146-24-005339 filed by Nelson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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