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Disclosery

Fiduciary Group, LLC: ISRG position timeline

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

Fiduciary Group, LLC held 22,305 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,305 shares
    Change vs previous 13F -8 shares

    0.7% of the 13F portfolio, value $8,870,252.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, 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 22,313 shares
    Change vs previous 13F -215 shares

    0.88% of the 13F portfolio, value $10,286,070.

    13F-HR 0001645890-26-000002 filed by Fiduciary Group, 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 22,528 shares
    Change vs previous 13F -295 shares

    1.07% of the 13F portfolio, value $12,758,958.

    13F-HR 0001645890-26-000001 filed by Fiduciary Group, 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 22,823 shares
    Change vs previous 13F +200 shares

    0.9% of the 13F portfolio, value $10,207,130.

    13F-HR 0001645890-25-000013 filed by Fiduciary Group, 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 22,623 shares
    Change vs previous 13F +6 shares

    1.16% of the 13F portfolio, value $12,293,564.

    13F-HR 0001645890-25-000004 filed by Fiduciary Group, 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 22,617 shares
    Change vs previous 13F -150 shares

    1.12% of the 13F portfolio, value $11,201,522.

    13F-HR 0001645890-25-000003 filed by Fiduciary Group, 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 22,767 shares
    Change vs previous 13F -277 shares

    1.19% of the 13F portfolio, value $11,883,463.

    13F-HR 0001645890-25-000001 filed by Fiduciary Group, 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 23,044 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $11,320,826.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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