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Orion Porfolio Solutions, LLC: ISRG position timeline

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

Orion Porfolio Solutions, LLC held 18,796 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,796 shares
    Change vs previous 13F -1,529 shares

    0.06% of the 13F portfolio, value $7,474,674.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, 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 20,325 shares
    Change vs previous 13F -83 shares

    0.08% of the 13F portfolio, value $9,369,617.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, 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 20,408 shares
    Change vs previous 13F +3,957 shares

    0.08% of the 13F portfolio, value $11,557,947.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, 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 16,451 shares
    Change vs previous 13F -267 shares

    0.06% of the 13F portfolio, value $7,357,139.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, 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/A 16,718 shares
    Change vs previous 13F +2,634 shares

    0.08% of the 13F portfolio, value $9,084,886.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, 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 14,084 shares
    Change vs previous 13F +1,025 shares

    0.07% of the 13F portfolio, value $6,975,155.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, 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 13,059 shares
    Change vs previous 13F +204 shares

    0.07% of the 13F portfolio, value $6,816,275.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, 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 12,855 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,315,276.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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