Skip to content
Disclosery

HB Wealth Management, LLC: ISRG position timeline

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

HB Wealth Management, LLC held 23,518 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,518 shares
    Change vs previous 13F -4,018 shares

    0.05% of the 13F portfolio, value $9,352,989.

    13F-HR 0001172661-26-002920 filed by HB Wealth 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 27,536 shares
    Change vs previous 13F -236 shares

    0.08% of the 13F portfolio, value $12,694,135.

    13F-HR 0001172661-26-001543 filed by HB Wealth 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 27,772 shares
    Change vs previous 13F +1,499 shares

    0.1% of the 13F portfolio, value $15,729,267.

    13F-HR 0001172661-26-000353 filed by HB Wealth 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 26,273 shares
    Change vs previous 13F +1,295 shares

    0.08% of the 13F portfolio, value $11,750,143.

    13F-HR 0001172661-25-004398 filed by HB Wealth 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 24,978 shares
    Change vs previous 13F -133 shares

    0.11% of the 13F portfolio, value $13,573,797.

    13F-HR 0001172661-25-002644 filed by HB Wealth 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 25,111 shares
    Change vs previous 13F +15,203 shares

    0.1% of the 13F portfolio, value $12,436,998.

    13F-HR 0001172661-25-001594 filed by HB Wealth 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 9,908 shares
    Change vs previous 13F +874 shares

    0.05% of the 13F portfolio, value $5,171,800.

    13F-HR 0001172661-25-000193 filed by HB Wealth 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 9,034 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,438,524.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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