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Cyndeo Wealth Partners, LLC: ISRG position timeline

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

Cyndeo Wealth Partners, LLC held 8,342 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,342 shares
    Change vs previous 13F -1,490 shares

    0.16% of the 13F portfolio, value $3,317,332.

    13F-HR 0001950947-26-000003 filed by Cyndeo Wealth Partners, 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 9,832 shares
    Change vs previous 13F +1,374 shares

    0.24% of the 13F portfolio, value $4,532,460.

    13F-HR 0001950947-26-000002 filed by Cyndeo Wealth Partners, 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 8,458 shares
    Change vs previous 13F +1,462 shares

    0.26% of the 13F portfolio, value $4,790,450.

    13F-HR 0001950947-26-000001 filed by Cyndeo Wealth Partners, 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 6,996 shares
    Change vs previous 13F -3,231 shares

    0.17% of the 13F portfolio, value $3,128,961.

    13F-HR 0001950947-25-000006 filed by Cyndeo Wealth Partners, 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 10,227 shares
    Change vs previous 13F +514 shares

    0.33% of the 13F portfolio, value $5,557,260.

    13F-HR 0001950947-25-000004 filed by Cyndeo Wealth Partners, 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 9,713 shares
    Change vs previous 13F +927 shares

    0.32% of the 13F portfolio, value $4,810,374.

    13F-HR 0001950947-25-000002 filed by Cyndeo Wealth Partners, 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 8,786 shares
    Change vs previous 13F +407 shares

    0.31% of the 13F portfolio, value $4,585,941.

    13F-HR 0001950947-25-000001 filed by Cyndeo Wealth Partners, 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 8,379 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $4,116,351.

    13F-HR 0001950947-24-000004 filed by Cyndeo Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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