BEESE FULMER INVESTMENT MANAGEMENT, INC.: ISRG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEESE FULMER INVESTMENT MANAGEMENT, INC. on ISRG, newest first. How the timeline and the estimate are built.
BEESE FULMER INVESTMENT MANAGEMENT, INC. held 3,408 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 3,408 sharesChange vs previous 13F +363 shares
0.08% of the 13F portfolio, value $1,355,293.
13F-HR 0000911274-26-000004 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,045 sharesChange vs previous 13F +808 shares
0.09% of the 13F portfolio, value $1,403,715.
13F-HR 0000911274-26-000003 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,237 sharesChange vs previous 13F +345 shares
0.08% of the 13F portfolio, value $1,266,947.
13F-HR 0000911274-26-000002 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,892 sharesChange vs previous 13F +2 shares
0.06% of the 13F portfolio, value $846,159.
13F-HR 0000911274-25-000010 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,890 sharesChange vs previous 13F +140 shares
0.08% of the 13F portfolio, value $1,027,045.
13F-HR 0000911274-25-000006 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,750 sharesChange vs previous 13F +152 shares
0.07% of the 13F portfolio, value $866,723.
13F-HR 0000911274-25-000005 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,598 sharesChange vs previous 13F +66 shares
0.07% of the 13F portfolio, value $834,092.
13F-HR 0000911274-25-000001 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,532 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $752,626.
13F-HR 0000911274-24-000006 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).