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Disclosery

Keebeck Wealth Management: ISRG position timeline

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

Keebeck Wealth Management held 6,092 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 6,092 shares
    Change vs previous 13F +538 shares

    0.24% of the 13F portfolio, value $2,422,667.

    13F-HR 0001172661-26-003296 filed by Keebeck 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 ended2026-03-31
    13F 5,554 shares
    Change vs previous 13F -739 shares

    0.29% of the 13F portfolio, value $2,560,338.

    13F-HR 0001172661-26-001942 filed by Keebeck 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 ended2025-12-31
    13F 6,293 shares
    Change vs previous 13F +392 shares

    0.41% of the 13F portfolio, value $3,564,103.

    13F-HR 0001172661-26-000927 filed by Keebeck 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 ended2025-09-30
    13F 5,901 shares
    Change vs previous 13F -296 shares

    0.31% of the 13F portfolio, value $2,639,104.

    13F-HR 0001172661-25-004934 filed by Keebeck 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 ended2025-06-30
    13F 6,197 shares
    Change vs previous 13F +5 shares

    0.44% of the 13F portfolio, value $3,367,512.

    13F-HR 0001172661-25-003388 filed by Keebeck Wealth Management
    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 6,192 shares
    Change vs previous 13F -29 shares

    0.45% of the 13F portfolio, value $3,066,712.

    13F-HR 0001172661-25-001975 filed by Keebeck Wealth Management
    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 6,221 shares
    Change vs previous 13F +101 shares

    0.47% of the 13F portfolio, value $3,247,113.

    13F-HR 0001172661-25-000854 filed by Keebeck Wealth Management
    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 6,120 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,006,572.

    13F-HR 0001172661-24-004848 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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