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Disclosery

LRI Investments, LLC: ISRG position timeline

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

LRI Investments, LLC held 657 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 657 shares
    Change vs previous 13F -1,537 shares

    0.02% of the 13F portfolio, value $261,204.

    13F-HR 0002023325-26-000003 filed by LRI Investments, 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 2,194 shares
    Change vs previous 13F -45 shares

    0.09% of the 13F portfolio, value $1,011,597.

    13F-HR 0002023325-26-000002 filed by LRI Investments, 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 2,239 shares
    Change vs previous 13F +242 shares

    0.1% of the 13F portfolio, value $1,268,062.

    13F-HR 0002023325-26-000001 filed by LRI Investments, 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 1,997 shares
    Change vs previous 13F +387 shares

    0.07% of the 13F portfolio, value $893,227.

    13F-HR 0002023325-25-000006 filed by LRI Investments, 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 1,610 shares
    Change vs previous 13F +377 shares

    0.07% of the 13F portfolio, value $875,023.

    13F-HR 0002023325-25-000003 filed by LRI Investments, 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 1,233 shares
    Change vs previous 13F -97 shares

    0.06% of the 13F portfolio, value $610,915.

    13F-HR 0002023325-25-000002 filed by LRI Investments, 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 1,330 shares
    Change vs previous 13F -49 shares

    0.07% of the 13F portfolio, value $694,350.

    13F-HR 0002056315-25-000004 filed by LRI Investments, 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 1,379 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $741,832.

    13F-HR 0002023325-24-000004 filed by LRI Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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