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Disclosery

IEQ CAPITAL, LLC: ISRG position timeline

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

IEQ CAPITAL, LLC held 35,634 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,634 shares
    Change vs previous 13F -10,538 shares

    0.07% of the 13F portfolio, value $14,170,721.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 46,172 shares
    Change vs previous 13F -864 shares

    0.1% of the 13F portfolio, value $21,284,818.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 47,036 shares
    Change vs previous 13F +16,771 shares

    0.08% of the 13F portfolio, value $26,639,295.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 30,265 shares
    Change vs previous 13F -4,096 shares

    0.04% of the 13F portfolio, value $13,535,289.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 34,361 shares
    Change vs previous 13F +7,036 shares

    0.11% of the 13F portfolio, value $18,672,367.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 27,325 shares
    Change vs previous 13F +5,498 shares

    0.11% of the 13F portfolio, value $13,533,488.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 21,827 shares
    Change vs previous 13F -8,173 shares

    0.11% of the 13F portfolio, value $11,393,177.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 30,000 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $14,738,189.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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