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Disclosery

Compound Planning, Inc.: ISRG position timeline

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

Compound Planning, Inc. held 4,894 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,894 shares
    Change vs previous 13F -1,468 shares

    0.05% of the 13F portfolio, value $1,946,114.

    13F-HR 0001978879-26-000005 filed by Compound Planning, Inc.
    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 6,362 shares
    Change vs previous 13F -64 shares

    0.09% of the 13F portfolio, value $2,932,666.

    13F-HR 0001978879-26-000003 filed by Compound Planning, Inc.
    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 6,426 shares
    Change vs previous 13F +1,769 shares

    0.11% of the 13F portfolio, value $3,639,242.

    13F-HR 0001172661-26-001315 filed by Compound Planning, Inc.
    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 4,657 shares
    Change vs previous 13F -363 shares

    0.07% of the 13F portfolio, value $2,082,602.

    13F-HR 0001172661-25-004675 filed by Compound Planning, Inc.
    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 5,020 shares
    Change vs previous 13F +871 shares

    0.1% of the 13F portfolio, value $2,727,738.

    13F-HR 0001172661-25-003416 filed by Compound Planning, Inc.
    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 4,149 shares
    Change vs previous 13F +1,812 shares

    0.09% of the 13F portfolio, value $2,054,711.

    13F-HR 0001172661-25-001834 filed by Compound Planning, Inc.
    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 2,337 shares
    Change vs previous 13F +974 shares

    0.06% of the 13F portfolio, value $1,219,659.

    13F-HR 0001214659-25-000858 filed by Compound Planning, Inc.
    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 1,363 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $669,438.

    13F-HR 0001214659-24-017272 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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