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KMG FIDUCIARY PARTNERS, LLC: ISRG position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 12,530 ISRG shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,530 shares
    Change vs previous 13F -132 shares

    0.5% of the 13F portfolio, value $5,095,196.

    13F-HR 0001754960-26-000859 filed by KMG FIDUCIARY PARTNERS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,662 shares
    Change vs previous 13F -2,500 shares

    0.47% of the 13F portfolio, value $5,035,543.

    13F-HR 0001754960-26-000440 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 15,162 shares
    Change vs previous 13F -165 shares

    0.52% of the 13F portfolio, value $6,989,438.

    13F-HR 0001754960-26-000219 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 15,327 shares
    Change vs previous 13F -236 shares

    0.62% of the 13F portfolio, value $8,680,486.

    13F-HR 0001754960-26-000056 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 15,563 shares
    Change vs previous 13F +1,098 shares

    0.47% of the 13F portfolio, value $6,960,375.

    13F-HR 0001754960-25-000651 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 14,465 shares
    Change vs previous 13F +521 shares

    0.58% of the 13F portfolio, value $7,860,154.

    13F-HR 0001754960-25-000344 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 13,944 shares
    Change vs previous 13F -305 shares

    0.57% of the 13F portfolio, value $6,905,797.

    13F-HR 0001754960-25-000181 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 14,249 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $7,437,147.

    13F-HR 0001754960-25-000030 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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