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NORTHCAPE WEALTH MANAGEMENT, LLC: SYK position timeline

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

NORTHCAPE WEALTH MANAGEMENT, LLC held 8,724 SYK shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,724 shares
    Change vs previous 13F +17 shares

    0.72% of the 13F portfolio, value $2,746,630.

    13F-HR 0001902806-26-000004 filed by NORTHCAPE WEALTH 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 8,707 shares
    Change vs previous 13F +39 shares

    0.78% of the 13F portfolio, value $2,860,913.

    13F-HR 0001902806-26-000003 filed by NORTHCAPE 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 ended2025-12-31
    13F 8,668 shares
    Change vs previous 13F -31 shares

    0.86% of the 13F portfolio, value $3,046,424.

    13F-HR 0001902806-26-000001 filed by NORTHCAPE 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 ended2025-09-30
    13F 8,699 shares
    Change vs previous 13F +18 shares

    0.94% of the 13F portfolio, value $3,215,583.

    13F-HR 0001902806-25-000007 filed by NORTHCAPE 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 ended2025-06-30
    13F 8,681 shares
    Change vs previous 13F -161 shares

    1.05% of the 13F portfolio, value $3,434,634.

    13F-HR 0001902806-25-000004 filed by NORTHCAPE 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 ended2025-03-31
    13F 8,842 shares
    Change vs previous 13F -92 shares

    1.06% of the 13F portfolio, value $3,291,558.

    13F-HR 0001902806-25-000003 filed by NORTHCAPE 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 ended2024-12-31
    13F 8,934 shares
    Change vs previous 13F -90 shares

    1.04% of the 13F portfolio, value $3,216,864.

    13F-HR 0001902806-25-000001 filed by NORTHCAPE 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 ended2024-09-30
    13F 9,024 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $3,260,132.

    13F-HR 0001902806-24-000004 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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