Skip to content
Disclosery

Falcon Wealth Planning: ISRG position timeline

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

Falcon Wealth Planning held 5,560 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,560 shares
    Change vs previous 13F -98 shares

    0.14% of the 13F portfolio, value $2,211,101.

    13F-HR 0002085853-26-000706 filed by Falcon Wealth Planning
    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 5,658 shares
    Change vs previous 13F -172 shares

    0.18% of the 13F portfolio, value $2,608,281.

    13F-HR 0002085853-26-000431 filed by Falcon Wealth Planning
    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 5,830 shares
    Change vs previous 13F +101 shares

    0.28% of the 13F portfolio, value $3,301,879.

    13F-HR 0002085853-26-000176 filed by Falcon Wealth Planning
    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 5,729 shares
    Change vs previous 13F -46 shares

    0.23% of the 13F portfolio, value $2,562,181.

    13F-HR 0002085853-25-000058 filed by Falcon Wealth Planning
    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 5,775 shares
    Change vs previous 13F +45 shares

    0.32% of the 13F portfolio, value $3,138,193.

    13F-HR 0001667731-25-000845 filed by Falcon Wealth Planning
    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 5,730 shares
    Change vs previous 13F +27 shares

    0.32% of the 13F portfolio, value $2,837,897.

    13F-HR 0001667731-25-000517 filed by Falcon Wealth Planning
    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 5,703 shares
    Change vs previous 13F +10 shares

    0.33% of the 13F portfolio, value $2,976,738.

    13F-HR 0001667731-25-000090 filed by Falcon Wealth Planning
    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 5,693 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,796,800.

    13F-HR 0001839850-24-000004 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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