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Disclosery

Oak Asset Management, LLC: ISRG position timeline

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

Oak Asset Management, LLC held 5,411 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,411 shares
    Change vs previous 13F -149 shares

    0.69% of the 13F portfolio, value $2,151,648.

    13F-HR 0001726375-26-000003 filed by Oak Asset 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 5,560 shares
    Change vs previous 13F -125 shares

    0.88% of the 13F portfolio, value $2,563,104.

    13F-HR 0001726375-26-000002 filed by Oak Asset 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 5,685 shares
    Change vs previous 13F 0 shares

    1.1% of the 13F portfolio, value $3,219,757.

    13F-HR 0001726375-26-000001 filed by Oak Asset 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 5,685 shares
    Change vs previous 13F -1,775 shares

    0.87% of the 13F portfolio, value $2,542,503.

    13F-HR 0001726375-25-000003 filed by Oak Asset Management, 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 7,460 shares
    Change vs previous 13F -100 shares

    1.45% of the 13F portfolio, value $4,053,839.

    13F-HR 0001085146-25-003766 filed by Oak Asset Management, 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 7,560 shares
    Change vs previous 13F -350 shares

    1.37% of the 13F portfolio, value $3,744,241.

    13F-HR 0001085146-25-002040 filed by Oak Asset Management, 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 7,910 shares
    Change vs previous 13F -75 shares

    1.53% of the 13F portfolio, value $4,128,704.

    13F-HR 0001085146-25-000173 filed by Oak Asset Management, 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 7,985 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $3,922,791.

    13F-HR 0001085146-24-004681 filed by Oak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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