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Disclosery

Belpointe Asset Management LLC: ISRG position timeline

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

Belpointe Asset Management LLC held 1,777 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,777 shares
    Change vs previous 13F -3,207 shares

    0.02% of the 13F portfolio, value $706,677.

    13F-HR 0001721242-26-000005 filed by Belpointe 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 ended2026-03-31
    13F 4,984 shares
    Change vs previous 13F +333 shares

    0.08% of the 13F portfolio, value $2,297,574.

    13F-HR 0001721242-26-000004 filed by Belpointe 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 ended2025-12-31
    13F 4,651 shares
    Change vs previous 13F +2,653 shares

    0.1% of the 13F portfolio, value $2,634,140.

    13F-HR 0001721242-26-000001 filed by Belpointe 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 ended2025-09-30
    13F 1,998 shares
    Change vs previous 13F -353 shares

    0.03% of the 13F portfolio, value $893,566.

    13F-HR 0001721242-25-000007 filed by Belpointe 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 ended2025-06-30
    13F 2,351 shares
    Change vs previous 13F -73 shares

    0.05% of the 13F portfolio, value $1,277,449.

    13F-HR 0001721242-25-000005 filed by Belpointe 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 ended2025-03-31
    13F 2,424 shares
    Change vs previous 13F -143 shares

    0.06% of the 13F portfolio, value $1,200,652.

    13F-HR 0001721242-25-000004 filed by Belpointe 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 ended2024-12-31
    13F 2,567 shares
    Change vs previous 13F -12 shares

    0.08% of the 13F portfolio, value $1,264,733.

    13F-HR 0001721242-25-000002 filed by Belpointe 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 ended2024-09-30
    13F 2,579 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,266,774.

    13F-HR 0001721242-24-000011 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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