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LPL Financial LLC: ISRG position timeline

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

LPL Financial LLC held 449,091 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 449,091 shares
    Change vs previous 13F +11,075 shares

    0.04% of the 13F portfolio, value $178,594,630.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 438,016 shares
    Change vs previous 13F -17,054 shares

    0.05% of the 13F portfolio, value $201,920,771.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 455,070 shares
    Change vs previous 13F +22,774 shares

    0.07% of the 13F portfolio, value $257,733,515.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 432,296 shares
    Change vs previous 13F -51,235 shares

    0.06% of the 13F portfolio, value $193,335,562.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 483,531 shares
    Change vs previous 13F -2,907 shares

    0.09% of the 13F portfolio, value $262,755,832.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 486,438 shares
    Change vs previous 13F +122,247 shares

    0.09% of the 13F portfolio, value $240,538,735.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    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 364,191 shares
    Change vs previous 13F +34,487 shares

    0.08% of the 13F portfolio, value $190,882,501.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 329,704 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $161,973,501.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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