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Disclosery

Nelson Capital Management, LLC: ISRG position timeline

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

Nelson Capital Management, LLC held 7,167 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,167 shares
    Change vs previous 13F -166 shares

    0.31% of the 13F portfolio, value $2,850,173.

    13F-HR 0001512611-26-000004 filed by Nelson Capital Management, 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 7,333 shares
    Change vs previous 13F +215 shares

    0.41% of the 13F portfolio, value $3,380,440.

    13F-HR 0001512611-26-000002 filed by Nelson Capital Management, 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 7,118 shares
    Change vs previous 13F +215 shares

    0.47% of the 13F portfolio, value $4,031,351.

    13F-HR 0001512611-26-000001 filed by Nelson Capital Management, 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 6,903 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $3,087,229.

    13F-HR 0001512611-25-000003 filed by Nelson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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