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Stockman Wealth Management, Inc.: SYY position timeline

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

Stockman Wealth Management, Inc. held 136,000 SYY 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 136,000 shares
    Change vs previous 13F +3,226 shares

    1.17% of the 13F portfolio, value $11,366,856.

    13F-HR 0001389400-26-000010 filed by Stockman Wealth Management, Inc.
    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 132,774 shares
    Change vs previous 13F +9,425 shares

    1.05% of the 13F portfolio, value $9,470,796.

    13F-HR 0001389400-26-000005 filed by Stockman Wealth Management, Inc.
    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/A 123,349 shares
    Change vs previous 13F +5,563 shares

    1.06% of the 13F portfolio, value $9,089,591.

    13F-HR/A 0001389400-26-000004 filed by Stockman Wealth Management, Inc.
    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 117,786 shares
    Change vs previous 13F +1,911 shares

    1.2% of the 13F portfolio, value $9,698,479.

    13F-HR 0001389400-25-000010 filed by Stockman Wealth Management, Inc.
    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 115,875 shares
    Change vs previous 13F +4,689 shares

    1.19% of the 13F portfolio, value $8,776,336.

    13F-HR 0001389400-25-000006 filed by Stockman Wealth Management, Inc.
    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 111,186 shares
    Change vs previous 13F +10,534 shares

    1.24% of the 13F portfolio, value $8,343,415.

    13F-HR 0001389400-25-000005 filed by Stockman Wealth Management, Inc.
    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 100,652 shares
    Change vs previous 13F +4,190 shares

    1.2% of the 13F portfolio, value $7,695,861.

    13F-HR 0001389400-25-000001 filed by Stockman Wealth Management, Inc.
    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 96,462 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $7,529,852.

    13F-HR 0001389400-24-000006 filed by Stockman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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