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Sound View Wealth Advisors Group, LLC: SYK position timeline

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

Sound View Wealth Advisors Group, LLC held 10,087 SYK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,087 shares
    Change vs previous 13F +214 shares

    0.2% of the 13F portfolio, value $3,175,821.

    13F-HR 0001765380-26-000326 filed by Sound View Wealth Advisors Group, 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 9,873 shares
    Change vs previous 13F +70 shares

    0.22% of the 13F portfolio, value $3,244,222.

    13F-HR 0001784777-26-000002 filed by Sound View Wealth Advisors Group, 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 9,803 shares
    Change vs previous 13F +419 shares

    0.23% of the 13F portfolio, value $3,445,391.

    13F-HR 0001784777-26-000001 filed by Sound View Wealth Advisors Group, 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 9,384 shares
    Change vs previous 13F +453 shares

    0.24% of the 13F portfolio, value $3,469,147.

    13F-HR 0001784777-25-000002 filed by Sound View Wealth Advisors Group, 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 8,931 shares
    Change vs previous 13F +655 shares

    0.26% of the 13F portfolio, value $3,533,441.

    13F-HR 0001765380-25-000306 filed by Sound View Wealth Advisors Group, 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 8,276 shares
    Change vs previous 13F +250 shares

    0.25% of the 13F portfolio, value $3,080,720.

    13F-HR 0001765380-25-000197 filed by Sound View Wealth Advisors Group, 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 8,026 shares
    Change vs previous 13F +3,102 shares

    0.23% of the 13F portfolio, value $2,889,644.

    13F-HR 0001765380-25-000062 filed by Sound View Wealth Advisors Group, 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 4,924 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,778,946.

    13F-HR 0001765380-24-000421 filed by Sound View Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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