BlueStem Wealth Partners, LLC: ISRG position timeline

BlueStem Wealth Partners, LLC held 991 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 991 shares

   Change vs previous 13F -58 shares

   0.04% of the 13F portfolio, value $394,101.

   13F-HR 0001765380-26-000343 filed by BlueStem Wealth Partners, LLC
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,049 shares

   Change vs previous 13F +7 shares

   0.05% of the 13F portfolio, value $483,579.

   13F-HR 0001765380-26-000181 filed by BlueStem Wealth Partners, LLC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,042 shares

   Change vs previous 13F +29 shares

   0.07% of the 13F portfolio, value $590,147.

   13F-HR 0001765380-26-000066 filed by BlueStem Wealth Partners, LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,013 shares

   Change vs previous 13F -2 shares

   0.05% of the 13F portfolio, value $453,044.

   13F-HR 0001765380-25-000476 filed by BlueStem Wealth Partners, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,015 shares

   Change vs previous 13F +5 shares

   0.07% of the 13F portfolio, value $551,561.

   13F-HR 0001765380-25-000350 filed by BlueStem Wealth Partners, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 1,010 shares

   Change vs previous 13F -6 shares

   0.07% of the 13F portfolio, value $500,223.

   13F-HR 0001765380-25-000173 filed by BlueStem Wealth Partners, LLC
   Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 1,016 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $530,311.

   13F-HR 0001765380-25-000048 filed by BlueStem Wealth Partners, LLC
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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