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KLINGENSTEIN FIELDS & CO LP: ISRG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KLINGENSTEIN FIELDS & CO LP on ISRG, newest first. How the timeline and the estimate are built.

KLINGENSTEIN FIELDS & CO LP held 74,634 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,634 shares
    Change vs previous 13F -4,471 shares

    1.04% of the 13F portfolio, value $29,680,449.

    13F-HR 0001398344-26-013512 filed by KLINGENSTEIN FIELDS & CO LP
    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 79,105 shares
    Change vs previous 13F -845 shares

    1.44% of the 13F portfolio, value $36,466,614.

    13F-HR 0001398344-26-009033 filed by KLINGENSTEIN FIELDS & CO LP
    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 79,950 shares
    Change vs previous 13F -1,164 shares

    1.7% of the 13F portfolio, value $45,280,482.

    13F-HR 0001398344-26-002952 filed by KLINGENSTEIN FIELDS & CO LP
    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 81,114 shares
    Change vs previous 13F -331 shares

    1.37% of the 13F portfolio, value $36,276,614.

    13F-HR 0001398344-25-020923 filed by KLINGENSTEIN FIELDS & CO LP
    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 81,445 shares
    Change vs previous 13F -2,038 shares

    1.75% of the 13F portfolio, value $44,258,027.

    13F-HR 0000859872-25-000003 filed by KLINGENSTEIN FIELDS & CO LP
    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 83,483 shares
    Change vs previous 13F -420 shares

    1.76% of the 13F portfolio, value $41,346,625.

    13F-HR 0000859872-25-000002 filed by KLINGENSTEIN FIELDS & CO LP
    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 83,903 shares
    Change vs previous 13F -1,142 shares

    1.77% of the 13F portfolio, value $43,794,010.

    13F-HR 0000859872-25-000001 filed by KLINGENSTEIN FIELDS & CO LP
    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 85,045 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $41,780,057.

    13F-HR 0000859872-24-000005 filed by KLINGENSTEIN FIELDS & CO LP
    Filed (acceptance time not in the bulk data set), ingested

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