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Beacon Pointe Advisors, LLC: ISRG position timeline

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

Beacon Pointe Advisors, LLC held 11,397 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,397 shares
    Change vs previous 13F -1,170 shares

    0.02% of the 13F portfolio, value $4,534,289.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe 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 12,567 shares
    Change vs previous 13F +7,009 shares

    0.03% of the 13F portfolio, value $5,793,307.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe 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 5,558 shares
    Change vs previous 13F +1,798 shares

    0.02% of the 13F portfolio, value $3,148,032.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe 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 3,760 shares
    Change vs previous 13F -2,425 shares

    0.01% of the 13F portfolio, value $1,681,528.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe 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 6,185 shares
    Change vs previous 13F +2,029 shares

    0.04% of the 13F portfolio, value $3,360,991.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe 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 4,156 shares
    Change vs previous 13F -1,162 shares

    0.02% of the 13F portfolio, value $2,058,342.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe 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 5,318 shares
    Change vs previous 13F -2,695 shares

    0.03% of the 13F portfolio, value $2,775,783.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe 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 8,013 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,936,547.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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