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CAPITAL ADVISORS INC/OK: ISRG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPITAL ADVISORS INC/OK on ISRG, newest first. How the timeline and the estimate are built.

CAPITAL ADVISORS INC/OK held 124,227 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,227 shares
    Change vs previous 13F +1,079 shares

    0.73% of the 13F portfolio, value $49,402,748.

    13F-HR 0000860828-26-000004 filed by CAPITAL ADVISORS INC/OK
    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 123,148 shares
    Change vs previous 13F +621 shares

    0.91% of the 13F portfolio, value $56,770,061.

    13F-HR 0000860828-26-000003 filed by CAPITAL ADVISORS INC/OK
    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 122,527 shares
    Change vs previous 13F -269 shares

    1.12% of the 13F portfolio, value $69,394,612.

    13F-HR 0000860828-26-000001 filed by CAPITAL ADVISORS INC/OK
    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 122,796 shares
    Change vs previous 13F +103 shares

    0.92% of the 13F portfolio, value $54,918,229.

    13F-HR 0000860828-25-000007 filed by CAPITAL ADVISORS INC/OK
    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 122,693 shares
    Change vs previous 13F +607 shares

    1.2% of the 13F portfolio, value $66,672,434.

    13F-HR 0000860828-25-000005 filed by CAPITAL ADVISORS INC/OK
    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 122,086 shares
    Change vs previous 13F -7,665 shares

    1.2% of the 13F portfolio, value $60,465,659.

    13F-HR 0000860828-25-000004 filed by CAPITAL ADVISORS INC/OK
    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 129,751 shares
    Change vs previous 13F +1,858 shares

    1.35% of the 13F portfolio, value $67,724,907.

    13F-HR 0000860828-25-000003 filed by CAPITAL ADVISORS INC/OK
    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 127,893 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $62,830,063.

    13F-HR 0000860828-24-000004 filed by CAPITAL ADVISORS INC/OK
    Filed (acceptance time not in the bulk data set), ingested

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