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Disclosery

American Trust: ISRG position timeline

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

American Trust held 1,640 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 1,640 shares
    Change vs previous 13F +128 shares

    0.05% of the 13F portfolio, value $652,195.

    13F-HR 0001905128-26-000005 filed by American Trust
    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 1,512 shares
    Change vs previous 13F +137 shares

    0.06% of the 13F portfolio, value $697,017.

    13F-HR 0001905128-26-000004 filed by American Trust
    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 1,375 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $778,745.

    13F-HR 0001905128-26-000002 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

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