Skip to content
Disclosery

Asset One Wealth Management LLC: ISRG position timeline

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

Asset One Wealth Management LLC held 7,343 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,343 shares
    Change vs previous 13F +414 shares

    0.3% of the 13F portfolio, value $2,856,219.

    13F-HR 0002110759-26-000003 filed by Asset One Wealth Management 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 6,929 shares
    Change vs previous 13F +570 shares

    0.35% of the 13F portfolio, value $3,127,003.

    13F-HR 0002110759-26-000002 filed by Asset One Wealth Management 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 6,359 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $3,158,706.

    13F-HR 0002110759-26-000001 filed by Asset One Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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