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Disclosery

Autus Asset Management, LLC: ISRG position timeline

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

Autus Asset Management, LLC held 36,132 ISRG shares at 2022-12-31 per its 13F-HR filed 2023-01-24.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 36,132 shares
    Change vs previous 13F -1,103 shares

    1.72% of the 13F portfolio, value $9,587,863.

    13F-HR 0001085146-23-000307 filed by Autus Asset 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 ended2022-09-30
    13F 37,235 shares
    Change vs previous 13F +194 shares

    1.34% of the 13F portfolio, value $6,979,000.

    13F-HR 0001085146-22-003376 filed by Autus Asset 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 ended2022-06-30
    13F 37,041 shares
    Change vs previous 13F -82 shares

    1.32% of the 13F portfolio, value $7,434,000.

    13F-HR 0001085146-22-002526 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-03-31
    13F 37,123 shares
    Change vs previous 13F -11,071 shares

    1.68% of the 13F portfolio, value $11,200,000.

    13F-HR 0001085146-22-001376 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-12-31
    13F 48,194 shares
    Change vs previous 13F +32,469 shares

    1.74% of the 13F portfolio, value $17,315,000.

    13F-HR 0001085146-22-000113 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-09-30
    13F 15,725 shares
    Change vs previous 13F -444 shares

    1.71% of the 13F portfolio, value $15,633,000.

    13F-HR 0001085146-21-002816 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-06-30
    13F 16,169 shares
    Change vs previous 13F -662 shares

    1.63% of the 13F portfolio, value $14,870,000.

    13F-HR 0001085146-21-002008 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-03-31
    13F 16,831 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $12,437,000.

    13F-HR 0001085146-21-001191 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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