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Disclosery

Private Wealth Partners, LLC: ISRG position timeline

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

Private Wealth Partners, LLC held 1,577 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,577 shares
    Change vs previous 13F +227 shares

    0.05% of the 13F portfolio, value $627,141.

    13F-HR 0001335851-26-000005 filed by Private 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 1,350 shares
    Change vs previous 13F -52 shares

    0.05% of the 13F portfolio, value $622,337.

    13F-HR 0001335851-26-000002 filed by Private 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 1,402 shares
    Change vs previous 13F -2 shares

    0.06% of the 13F portfolio, value $794,037.

    13F-HR 0001335851-26-000001 filed by Private 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 1,404 shares
    Change vs previous 13F -52 shares

    0.04% of the 13F portfolio, value $627,911.

    13F-HR 0001335851-25-000004 filed by Private 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 1,456 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $791,205.

    13F-HR 0001085146-25-004438 filed by Private 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 1,456 shares
    Change vs previous 13F +8 shares

    0.06% of the 13F portfolio, value $721,113.

    13F-HR 0001085146-25-002217 filed by Private 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 1,448 shares
    Change vs previous 13F +87 shares

    0.06% of the 13F portfolio, value $755,798.

    13F-HR 0001085146-25-000680 filed by Private 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 1,361 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $668,618.

    13F-HR 0001085146-24-005212 filed by Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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