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Disclosery

Root Financial Partners, LLC: ISRG position timeline

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

Root Financial Partners, LLC held 4,259 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,259 shares
    Change vs previous 13F -54 shares

    0.07% of the 13F portfolio, value $1,693,719.

    13F-HR 0001977181-26-000003 filed by Root Financial 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 4,313 shares
    Change vs previous 13F +1,593 shares

    0.09% of the 13F portfolio, value $1,988,250.

    13F-HR 0001977181-26-000002 filed by Root Financial 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 2,720 shares
    Change vs previous 13F -204 shares

    0.08% of the 13F portfolio, value $1,540,499.

    13F-HR 0001977181-26-000001 filed by Root Financial 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 2,924 shares
    Change vs previous 13F -70 shares

    0.08% of the 13F portfolio, value $1,307,701.

    13F-HR 0001977181-25-000004 filed by Root Financial 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 2,994 shares
    Change vs previous 13F +37 shares

    0.16% of the 13F portfolio, value $1,626,970.

    13F-HR 0001977181-25-000002 filed by Root Financial 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 2,957 shares
    Change vs previous 13F -673 shares

    0.16% of the 13F portfolio, value $1,464,513.

    13F-HR 0001085146-25-002341 filed by Root Financial 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 3,630 shares
    Change vs previous 13F +121 shares

    0.23% of the 13F portfolio, value $1,894,715.

    13F-HR 0001085146-25-000622 filed by Root Financial 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 3,509 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,723,866.

    13F-HR 0001085146-24-005281 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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