Skip to content
Disclosery

Principle Wealth Partners LLC: ISRG position timeline

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

Principle Wealth Partners LLC held 3,602 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,602 shares
    Change vs previous 13F +101 shares

    0.07% of the 13F portfolio, value $1,432,443.

    13F-HR 0001951757-26-001184 filed by Principle Wealth Partners 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 3,501 shares
    Change vs previous 13F -250 shares

    0.09% of the 13F portfolio, value $1,613,926.

    13F-HR 0001951757-26-000791 filed by Principle Wealth Partners 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 3,751 shares
    Change vs previous 13F +25 shares

    0.12% of the 13F portfolio, value $2,124,416.

    13F-HR 0001951757-26-000397 filed by Principle Wealth Partners 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 3,726 shares
    Change vs previous 13F -10 shares

    0.1% of the 13F portfolio, value $1,666,379.

    13F-HR 0001951757-25-001250 filed by Principle Wealth Partners 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 3,736 shares
    Change vs previous 13F +14 shares

    0.13% of the 13F portfolio, value $2,030,180.

    13F-HR 0001951757-25-001006 filed by Principle Wealth Partners 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 3,722 shares
    Change vs previous 13F +460 shares

    0.13% of the 13F portfolio, value $1,843,395.

    13F-HR 0001951757-25-000521 filed by Principle Wealth Partners 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 3,262 shares
    Change vs previous 13F -415 shares

    0.12% of the 13F portfolio, value $1,702,634.

    13F-HR 0001951757-25-000146 filed by Principle Wealth Partners 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 3,677 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,806,400.

    13F-HR 0001951757-24-001201 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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