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Disclosery

PRIVATE CLIENT SERVICES, LLC: ISRG position timeline

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

PRIVATE CLIENT SERVICES, LLC held 0 ISRG shares at 2026-03-31 per its 13F-HR filed 2026-04-06.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -394 shares

    13F-HR 0001457005-26-000003 filed by PRIVATE CLIENT SERVICES, 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 ended2025-12-31
    13F 394 shares
    Change vs previous 13F +394 shares

    0.07% of the 13F portfolio, value $223,146.

    13F-HR 0001457005-26-000001 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -432 shares

    13F-HR 0001457005-25-000012 filed by PRIVATE CLIENT SERVICES, 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.

  4. period ended2025-06-30
    13F 432 shares
    Change vs previous 13F +432 shares

    0.09% of the 13F portfolio, value $234,753.

    13F-HR 0001457005-25-000007 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -402 shares

    13F-HR 0001457005-25-000005 filed by PRIVATE CLIENT SERVICES, 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.

  6. period ended2024-12-31
    13F 402 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $209,828.

    13F-HR 0001457005-25-000002 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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