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Disclosery

Gibbs Wealth Management: ISRG position timeline

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

Gibbs Wealth Management held 3,557 ISRG shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 3,557 shares
    Change vs previous 13F +1,316 shares

    0.22% of the 13F portfolio, value $1,639,741.

    13F-HR 0002085853-26-000590 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 2,241 shares
    Change vs previous 13F +1,698 shares

    0.32% of the 13F portfolio, value $1,313,764.

    13F-HR 0002085853-26-000076 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 543 shares
    Change vs previous 13F -117 shares

    0.05% of the 13F portfolio, value $242,846.

    13F-HR 0002085853-25-000200 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 660 shares
    Change vs previous 13F +161 shares

    0.07% of the 13F portfolio, value $358,650.

    13F-HR 0001667731-25-001106 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 499 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $247,140.

    13F-HR 0002085853-25-000230 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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