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Disclosery

Alaethes Wealth, LLC: ISRG position timeline

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

Alaethes Wealth, LLC held 5,238 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,238 shares
    Change vs previous 13F +22 shares

    0.61% of the 13F portfolio, value $2,083,135.

    13F-HR 0001859677-26-000003 filed by Alaethes Wealth, 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 5,216 shares
    Change vs previous 13F +27 shares

    0.69% of the 13F portfolio, value $2,404,625.

    13F-HR 0001859677-26-000002 filed by Alaethes Wealth, 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 5,189 shares
    Change vs previous 13F +12 shares

    0.83% of the 13F portfolio, value $2,938,967.

    13F-HR 0001859677-26-000001 filed by Alaethes Wealth, 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 5,177 shares
    Change vs previous 13F +251 shares

    0.66% of the 13F portfolio, value $2,315,408.

    13F-HR 0001859677-25-000009 filed by Alaethes Wealth, 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 4,926 shares
    Change vs previous 13F +57 shares

    0.8% of the 13F portfolio, value $2,676,577.

    13F-HR 0001859677-25-000008 filed by Alaethes Wealth, 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 4,869 shares
    Change vs previous 13F +50 shares

    0.88% of the 13F portfolio, value $2,411,232.

    13F-HR 0001859677-25-000005 filed by Alaethes Wealth, 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 4,819 shares
    Change vs previous 13F +27 shares

    0.9% of the 13F portfolio, value $2,515,075.

    13F-HR 0001859677-25-000001 filed by Alaethes Wealth, 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 4,792 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $2,354,209.

    13F-HR 0001859677-24-000007 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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