U.S. Capital Wealth Advisors, LLC: SYK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of U.S. Capital Wealth Advisors, LLC on SYK, newest first. How the timeline and the estimate are built.
U.S. Capital Wealth Advisors, LLC held 2,283 SYK shares at 2026-03-31 per its 13F-HR filed 2026-04-07.
the latest 13F is the newest step
- period ended2026-03-3113F 2,283 sharesChange vs previous 13F +29 shares
0.02% of the 13F portfolio, value $750,177.
13F-HR 0001808915-26-000002 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,254 sharesChange vs previous 13F -29 shares
0.02% of the 13F portfolio, value $792,218.
13F-HR 0001808915-26-000001 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,283 sharesChange vs previous 13F -181 shares
0.02% of the 13F portfolio, value $843,960.
13F-HR 0001808915-25-000007 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,464 sharesChange vs previous 13F -1,169 shares
0.03% of the 13F portfolio, value $974,834.
13F-HR 0001808915-25-000006 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,633 sharesChange vs previous 13F +61 shares
0.04% of the 13F portfolio, value $1,352,381.
13F-HR 0001808915-25-000005 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,572 sharesChange vs previous 13F +51 shares
0.04% of the 13F portfolio, value $1,286,099.
13F-HR 0001808915-25-000001 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,521 sharesChange vs previous 13F -407 shares
0.04% of the 13F portfolio, value $1,271,996.
13F-HR 0001808915-24-000007 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 3,928 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $1,336,502.
13F-HR 0001808915-24-000004 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).