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Disclosery

Rockport Wealth LLC: ISRG position timeline

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

Rockport Wealth LLC held 52,446 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,446 shares
    Change vs previous 13F -2,427 shares

    3.5% of the 13F portfolio, value $20,856,566.

    13F-HR 0002085853-26-000878 filed by Rockport Wealth 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 54,873 shares
    Change vs previous 13F -2,187 shares

    4.6% of the 13F portfolio, value $25,292,378.

    13F-HR 0002085853-26-000565 filed by Rockport Wealth 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 57,060 shares
    Change vs previous 13F -5,378 shares

    6.29% of the 13F portfolio, value $32,316,700.

    13F-HR 0002085853-26-000209 filed by Rockport Wealth 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 62,438 shares
    Change vs previous 13F +5,696 shares

    5.68% of the 13F portfolio, value $27,924,304.

    13F-HR 0002085853-25-000204 filed by Rockport Wealth 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 56,742 shares
    Change vs previous 13F +433 shares

    7.14% of the 13F portfolio, value $30,834,360.

    13F-HR 0001667731-25-001115 filed by Rockport Wealth 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 56,309 shares
    Change vs previous 13F -9,689 shares

    9.84% of the 13F portfolio, value $27,888,332.

    13F-HR 0002022866-25-000002 filed by Rockport Wealth 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 65,998 shares
    Change vs previous 13F +3,912 shares

    15.31% of the 13F portfolio, value $34,448,238.

    13F-HR 0002022866-25-000001 filed by Rockport Wealth 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 62,086 shares
    Change vs previous 13F not available

    8.13% of the 13F portfolio, value $30,500,916.

    13F-HR 0002022866-24-000005 filed by Rockport Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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