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Disclosery

Covenant Asset Management, LLC: ISRG position timeline

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

Covenant Asset Management, LLC held 1,975 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,975 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $785,418.

    13F-HR 0001697717-26-000006 filed by Covenant Asset 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 1,975 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $910,456.

    13F-HR 0001697717-26-000004 filed by Covenant Asset 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 1,975 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,118,561.

    13F-HR 0001697717-26-000002 filed by Covenant Asset 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 1,975 shares
    Change vs previous 13F -9,035 shares

    0.17% of the 13F portfolio, value $883,280.

    13F-HR 0001697717-25-000012 filed by Covenant Asset 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 11,010 shares
    Change vs previous 13F +81 shares

    1.23% of the 13F portfolio, value $5,982,945.

    13F-HR 0001697717-25-000007 filed by Covenant Asset 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 10,929 shares
    Change vs previous 13F +22 shares

    1.36% of the 13F portfolio, value $5,412,806.

    13F-HR 0001697717-25-000005 filed by Covenant Asset 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 10,907 shares
    Change vs previous 13F -183 shares

    1.26% of the 13F portfolio, value $5,693,018.

    13F-HR 0001697717-25-000002 filed by Covenant Asset 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 11,090 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $5,448,185.

    13F-HR 0001697717-24-000011 filed by Covenant Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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