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CAPTRUST FINANCIAL ADVISORS: ISRG position timeline

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

CAPTRUST FINANCIAL ADVISORS held 173,479 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 173,479 shares
    Change vs previous 13F +30,142 shares

    0.11% of the 13F portfolio, value $68,989,216.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 143,337 shares
    Change vs previous 13F +108,782 shares

    0.12% of the 13F portfolio, value $66,075,584.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 34,555 shares
    Change vs previous 13F +6,589 shares

    0.04% of the 13F portfolio, value $19,570,603.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 27,966 shares
    Change vs previous 13F +105 shares

    0.03% of the 13F portfolio, value $12,507,346.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 27,861 shares
    Change vs previous 13F +112 shares

    0.03% of the 13F portfolio, value $15,139,911.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 27,749 shares
    Change vs previous 13F +1,250 shares

    0.03% of the 13F portfolio, value $13,743,215.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 26,499 shares
    Change vs previous 13F +376 shares

    0.04% of the 13F portfolio, value $13,831,348.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 26,123 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $12,833,599.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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