Skip to content
Disclosery

Heritage Trust Co: ISRG position timeline

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

Heritage Trust Co held 4,063 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,063 shares
    Change vs previous 13F +286 shares

    0.14% of the 13F portfolio, value $1,615,772.

    13F-HR 0001706028-26-000006 filed by Heritage Trust Co
    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 3,777 shares
    Change vs previous 13F +1,034 shares

    0.17% of the 13F portfolio, value $1,741,159.

    13F-HR 0001706028-26-000004 filed by Heritage Trust Co
    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 2,743 shares
    Change vs previous 13F -91 shares

    0.16% of the 13F portfolio, value $1,553,528.

    13F-HR 0001706028-26-000002 filed by Heritage Trust Co
    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 2,834 shares
    Change vs previous 13F +241 shares

    0.13% of the 13F portfolio, value $1,267,452.

    13F-HR 0001706028-25-000005 filed by Heritage Trust Co
    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 2,593 shares
    Change vs previous 13F +290 shares

    0.16% of the 13F portfolio, value $1,409,062.

    13F-HR 0001625292-25-000011 filed by Heritage Trust Co
    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 2,303 shares
    Change vs previous 13F +546 shares

    0.14% of the 13F portfolio, value $1,140,607.

    13F-HR 0001625292-25-000007 filed by Heritage Trust Co
    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 1,757 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $917,085.

    13F-HR 0001706028-25-000002 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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