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Disclosery

Claret Asset Management Corp: ISRG position timeline

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

Claret Asset Management Corp held 8,499 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,499 shares
    Change vs previous 13F +151 shares

    0.36% of the 13F portfolio, value $3,380,000.

    13F-HR 0001735513-26-000003 filed by Claret Asset Management Corp
    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 8,348 shares
    Change vs previous 13F +1,754 shares

    0.46% of the 13F portfolio, value $3,848,000.

    13F-HR 0001735513-26-000002 filed by Claret Asset Management Corp
    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 6,594 shares
    Change vs previous 13F -13 shares

    0.43% of the 13F portfolio, value $3,735,000.

    13F-HR 0001735513-26-000001 filed by Claret Asset Management Corp
    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 6,607 shares
    Change vs previous 13F +638 shares

    0.35% of the 13F portfolio, value $2,955,000.

    13F-HR 0001735513-25-000006 filed by Claret Asset Management Corp
    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 5,969 shares
    Change vs previous 13F +5,969 shares

    0.42% of the 13F portfolio, value $3,244,000.

    13F-HR 0001735513-25-000004 filed by Claret Asset Management Corp
    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 0 shares
    Change vs previous 13F -5,730 shares

    13F-HR 0001735513-25-000003 filed by Claret Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 5,730 shares
    Change vs previous 13F -217 shares

    0.47% of the 13F portfolio, value $2,991,000.

    13F-HR 0001735513-25-000002 filed by Claret Asset Management Corp
    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 5,947 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,922,000.

    13F-HR 0001735513-24-000005 filed by Claret Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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