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Disclosery

Allworth Financial LP: ISRG position timeline

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

Allworth Financial LP held 25,807 ISRG 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 25,807 shares
    Change vs previous 13F -2,012 shares

    0.04% of the 13F portfolio, value $10,262,881.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 27,819 shares
    Change vs previous 13F +1,036 shares

    0.05% of the 13F portfolio, value $12,824,115.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 26,783 shares
    Change vs previous 13F +384 shares

    0.06% of the 13F portfolio, value $15,168,617.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 26,399 shares
    Change vs previous 13F -229 shares

    0.05% of the 13F portfolio, value $11,806,363.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 26,628 shares
    Change vs previous 13F +8,254 shares

    0.07% of the 13F portfolio, value $14,469,775.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 18,374 shares
    Change vs previous 13F +7,010 shares

    0.05% of the 13F portfolio, value $9,336,279.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 11,364 shares
    Change vs previous 13F +2,998 shares

    0.04% of the 13F portfolio, value $6,937,221.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 8,366 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,110,019.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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