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Disclosery

Pinnacle Wealth Management, LLC: ISRG position timeline

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

Pinnacle Wealth Management, LLC held 0 ISRG shares at 2025-03-31 per its 13F-HR filed 2025-05-13.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -5,580 shares

    13F-HR 0001085146-25-003055 filed by Pinnacle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 5,580 shares
    Change vs previous 13F -56 shares

    3.24% of the 13F portfolio, value $2,912,537.

    13F-HR 0001085146-25-001738 filed by Pinnacle Wealth 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 ended2024-09-30
    13F 5,636 shares
    Change vs previous 13F not available

    3.31% of the 13F portfolio, value $2,768,798.

    13F-HR 0001085146-24-005566 filed by Pinnacle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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