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Disclosery

Chesapeake Wealth Management: ISRG position timeline

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

Chesapeake Wealth Management held 2,620 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 2,620 shares
    Change vs previous 13F +139 shares

    0.29% of the 13F portfolio, value $1,041,921.

    13F-HR 0001730383-26-000003 filed by Chesapeake Wealth Management
    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 2,481 shares
    Change vs previous 13F +50 shares

    0.35% of the 13F portfolio, value $1,143,715.

    13F-HR 0001730383-26-000002 filed by Chesapeake Wealth Management
    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 2,431 shares
    Change vs previous 13F -30 shares

    0.41% of the 13F portfolio, value $1,376,821.

    13F-HR 0001730383-26-000001 filed by Chesapeake Wealth Management
    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 2,461 shares
    Change vs previous 13F +46 shares

    0.34% of the 13F portfolio, value $1,100,632.

    13F-HR 0001730383-25-000006 filed by Chesapeake Wealth Management
    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 2,415 shares
    Change vs previous 13F +204 shares

    0.44% of the 13F portfolio, value $1,312,334.

    13F-HR 0001730383-25-000003 filed by Chesapeake Wealth Management
    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 2,211 shares
    Change vs previous 13F -114 shares

    0.39% of the 13F portfolio, value $1,095,041.

    13F-HR 0001730383-25-000002 filed by Chesapeake Wealth Management
    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 2,325 shares
    Change vs previous 13F +13 shares

    0.42% of the 13F portfolio, value $1,213,557.

    13F-HR 0001730383-25-000001 filed by Chesapeake Wealth Management
    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 2,312 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,135,815.

    13F-HR 0001730383-24-000004 filed by Chesapeake Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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