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Disclosery

Circle Wealth Management, LLC: ISRG position timeline

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

Circle Wealth Management, LLC held 3,226 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,226 shares
    Change vs previous 13F +121 shares

    0.02% of the 13F portfolio, value $1,282,916.

    13F-HR 0001578242-26-000003 filed by Circle Wealth 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 3,105 shares
    Change vs previous 13F +73 shares

    0.02% of the 13F portfolio, value $1,431,374.

    13F-HR 0001578242-26-000002 filed by Circle Wealth 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 3,032 shares
    Change vs previous 13F +627 shares

    0.03% of the 13F portfolio, value $1,717,204.

    13F-HR 0001578242-26-000001 filed by Circle Wealth 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 2,405 shares
    Change vs previous 13F +207 shares

    0.02% of the 13F portfolio, value $1,075,588.

    13F-HR 0001578242-25-000007 filed by Circle Wealth 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 2,198 shares
    Change vs previous 13F -1 shares

    0.03% of the 13F portfolio, value $1,194,415.

    13F-HR 0001578242-25-000003 filed by Circle Wealth 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 2,199 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,089,099.

    13F-HR 0001578242-25-000002 filed by Circle Wealth 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 2,199 shares
    Change vs previous 13F -482 shares

    0.02% of the 13F portfolio, value $1,147,790.

    13F-HR 0001578242-25-000001 filed by Circle Wealth 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 2,681 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,317,095.

    13F-HR 0001578242-24-000005 filed by Circle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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