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Disclosery

Invst, LLC: ISRG position timeline

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

Invst, LLC held 1,953 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,953 shares
    Change vs previous 13F -114 shares

    0.08% of the 13F portfolio, value $776,669.

    13F-HR 0001867587-26-000005 filed by Invst, 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 2,067 shares
    Change vs previous 13F -297 shares

    0.11% of the 13F portfolio, value $952,866.

    13F-HR 0001867587-26-000004 filed by Invst, 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 2,364 shares
    Change vs previous 13F +13 shares

    0.15% of the 13F portfolio, value $1,338,875.

    13F-HR 0001867587-26-000002 filed by Invst, 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 2,351 shares
    Change vs previous 13F +5 shares

    0.12% of the 13F portfolio, value $1,051,438.

    13F-HR 0001867587-26-000001 filed by Invst, 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 2,346 shares
    Change vs previous 13F +553 shares

    0.16% of the 13F portfolio, value $1,274,840.

    13F-HR 0001867587-25-000005 filed by Invst, 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 1,793 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $888,019.

    13F-HR 0001867587-25-000003 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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