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Aptus Capital Advisors, LLC: ISRG position timeline

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

Aptus Capital Advisors, LLC held 44,819 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,819 shares
    Change vs previous 13F -15,347 shares

    0.13% of the 13F portfolio, value $17,823,620.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, 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 60,166 shares
    Change vs previous 13F -678 shares

    0.23% of the 13F portfolio, value $27,735,925.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, 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 60,844 shares
    Change vs previous 13F +2,816 shares

    0.29% of the 13F portfolio, value $34,459,607.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, 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 58,028 shares
    Change vs previous 13F +4,649 shares

    0.24% of the 13F portfolio, value $25,951,863.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, 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 53,379 shares
    Change vs previous 13F +5,771 shares

    0.29% of the 13F portfolio, value $29,006,683.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, 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 47,608 shares
    Change vs previous 13F +4,091 shares

    0.27% of the 13F portfolio, value $23,578,815.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, 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 43,517 shares
    Change vs previous 13F +13,367 shares

    0.27% of the 13F portfolio, value $22,714,134.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, 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 30,150 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $14,811,791.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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