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MCDANIEL TERRY & CO: ISRG position timeline

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

MCDANIEL TERRY & CO held 68,719 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,719 shares
    Change vs previous 13F +305 shares

    2.14% of the 13F portfolio, value $27,328,172.

    13F-HR 0001104366-26-000006 filed by MCDANIEL TERRY & CO
    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 68,414 shares
    Change vs previous 13F +1,410 shares

    2.68% of the 13F portfolio, value $31,538,170.

    13F-HR 0001104366-26-000004 filed by MCDANIEL TERRY & CO
    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 67,004 shares
    Change vs previous 13F -2,205 shares

    3.3% of the 13F portfolio, value $37,948,385.

    13F-HR 0001104366-26-000002 filed by MCDANIEL TERRY & CO
    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 69,209 shares
    Change vs previous 13F -754 shares

    2.49% of the 13F portfolio, value $30,952,341.

    13F-HR 0001104366-25-000011 filed by MCDANIEL TERRY & CO
    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 69,963 shares
    Change vs previous 13F +60 shares

    3.11% of the 13F portfolio, value $38,018,594.

    13F-HR 0001104366-25-000006 filed by MCDANIEL TERRY & CO
    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 69,903 shares
    Change vs previous 13F -596 shares

    3.03% of the 13F portfolio, value $34,621,000.

    13F-HR 0001104366-25-000004 filed by MCDANIEL TERRY & CO
    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 70,499 shares
    Change vs previous 13F +334 shares

    3.02% of the 13F portfolio, value $36,798,000.

    13F-HR 0001104366-25-000002 filed by MCDANIEL TERRY & CO
    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 70,165 shares
    Change vs previous 13F not available

    2.89% of the 13F portfolio, value $34,470,000.

    13F-HR 0001104366-24-000010 filed by MCDANIEL TERRY & CO
    Filed (acceptance time not in the bulk data set), ingested

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