Skip to content
Disclosery

MONTAG A & ASSOCIATES INC: ISRG position timeline

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

MONTAG A & ASSOCIATES INC held 14,266 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,266 shares
    Change vs previous 13F -267 shares

    0.24% of the 13F portfolio, value $5,673,377.

    13F-HR 0000829407-26-000004 filed by MONTAG A & ASSOCIATES INC
    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 14,533 shares
    Change vs previous 13F -1,117 shares

    0.31% of the 13F portfolio, value $6,699,491.

    13F-HR 0000829407-26-000003 filed by MONTAG A & ASSOCIATES INC
    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 15,650 shares
    Change vs previous 13F +2,209 shares

    0.4% of the 13F portfolio, value $8,863,440.

    13F-HR 0000829407-26-000001 filed by MONTAG A & ASSOCIATES INC
    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 13,441 shares
    Change vs previous 13F -2,287 shares

    0.28% of the 13F portfolio, value $6,011,044.

    13F-HR 0000829407-25-000006 filed by MONTAG A & ASSOCIATES INC
    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 15,728 shares
    Change vs previous 13F -311 shares

    0.42% of the 13F portfolio, value $8,546,548.

    13F-HR 0000829407-25-000004 filed by MONTAG A & ASSOCIATES INC
    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 16,039 shares
    Change vs previous 13F -390 shares

    0.4% of the 13F portfolio, value $7,943,449.

    13F-HR 0000829407-25-000003 filed by MONTAG A & ASSOCIATES INC
    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 16,429 shares
    Change vs previous 13F -3,235 shares

    0.41% of the 13F portfolio, value $8,575,091.

    13F-HR 0000829407-25-000001 filed by MONTAG A & ASSOCIATES INC
    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 19,664 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $9,660,316.

    13F-HR 0000829407-24-000007 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

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