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Disclosery

Balboa Wealth Partners: ISRG position timeline

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

Balboa Wealth Partners held 2,038 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,038 shares
    Change vs previous 13F -72 shares

    0.11% of the 13F portfolio, value $810,520.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    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 2,110 shares
    Change vs previous 13F +48 shares

    0.16% of the 13F portfolio, value $972,873.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    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 2,062 shares
    Change vs previous 13F -69 shares

    0.19% of the 13F portfolio, value $1,168,060.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    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 2,131 shares
    Change vs previous 13F +1 shares

    0.16% of the 13F portfolio, value $953,226.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    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 2,130 shares
    Change vs previous 13F +674 shares

    0.23% of the 13F portfolio, value $1,157,424.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    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 1,456 shares
    Change vs previous 13F +196 shares

    0.17% of the 13F portfolio, value $720,926.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    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 1,260 shares
    Change vs previous 13F -775 shares

    0.15% of the 13F portfolio, value $657,472.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    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 2,035 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $999,549.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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