Legacy Trust: ISRG position timeline

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

Legacy Trust held 11,840 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

period ended2026-06-30
13F 11,840 shares
Change vs previous 13F -321 shares
0.83% of the 13F portfolio, value $4,708,531.
13F-HR 0001772483-26-000004 filed by Legacy Trust
Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 12,161 shares
Change vs previous 13F +295 shares
1.07% of the 13F portfolio, value $5,606,099.
13F-HR 0001772483-26-000002 filed by Legacy Trust
Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 11,866 shares
Change vs previous 13F +575 shares
1.26% of the 13F portfolio, value $6,720,428.
13F-HR 0001772483-26-000001 filed by Legacy Trust
Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 11,291 shares
Change vs previous 13F +379 shares
1% of the 13F portfolio, value $5,049,674.
13F-HR 0001772483-25-000006 filed by Legacy Trust
Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 10,912 shares
Change vs previous 13F -1,087 shares
1.45% of the 13F portfolio, value $5,929,690.
13F-HR 0001772483-25-000003 filed by Legacy Trust
Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 11,999 shares
Change vs previous 13F -143 shares
1.43% of the 13F portfolio, value $5,942,745.
13F-HR 0001772483-25-000002 filed by Legacy Trust
Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 12,142 shares
Change vs previous 13F +356 shares
1.47% of the 13F portfolio, value $6,337,638.
13F-HR 0001772483-25-000001 filed by Legacy Trust
Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 11,786 shares
Change vs previous 13F not available
1.33% of the 13F portfolio, value $5,790,108.
13F-HR 0001772483-24-000004 filed by Legacy Trust
Filed 2024-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).