Advisors Capital Management, LLC: ISRG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Capital Management, LLC on ISRG, newest first. How the timeline and the estimate are built.
Advisors Capital Management, LLC held 2,262 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 2,262 sharesChange vs previous 13F -4,324 shares
0.01% of the 13F portfolio, value $899,664.
13F-HR 0002063364-26-000293 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,586 sharesChange vs previous 13F -99 shares
0.04% of the 13F portfolio, value $3,036,210.
13F-HR 0002063364-26-000145 filed by Advisors Capital Management, 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 6,685 sharesChange vs previous 13F -145 shares
0.04% of the 13F portfolio, value $3,786,152.
13F-HR 0002063364-26-000044 filed by Advisors Capital Management, 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 6,830 sharesChange vs previous 13F +216 shares
0.04% of the 13F portfolio, value $3,054,849.
13F-HR 0002063364-25-000276 filed by Advisors Capital Management, 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 6,614 sharesChange vs previous 13F +24 shares
0.05% of the 13F portfolio, value $3,594,440.
13F-HR 0002063364-25-000193 filed by Advisors Capital Management, 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 6,590 sharesChange vs previous 13F +3,678 shares
0.05% of the 13F portfolio, value $3,263,967.
13F-HR 0002063364-25-000095 filed by Advisors Capital Management, 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 2,912 sharesChange vs previous 13F +165 shares
0.02% of the 13F portfolio, value $1,520,224.
13F-HR 0001345576-25-000009 filed by Advisors Capital Management, 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 2,747 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $1,350,000.
13F-HR 0001345576-24-000009 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).