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Disclosery

Schrum Private Wealth Management LLC: ISRG position timeline

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

Schrum Private Wealth Management LLC held 1,669 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,669 shares
    Change vs previous 13F -431 shares

    0.76% of the 13F portfolio, value $740,096.

    13F-HR 0001914987-26-000003 filed by Schrum Private Wealth Management 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 2,100 shares
    Change vs previous 13F +31 shares

    0.74% of the 13F portfolio, value $968,138.

    13F-HR 0001914987-26-000002 filed by Schrum Private Wealth Management 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 2,069 shares
    Change vs previous 13F 0 shares

    0.87% of the 13F portfolio, value $1,171,799.

    13F-HR 0001914987-26-000001 filed by Schrum Private Wealth Management 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 2,069 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $925,320.

    13F-HR 0001914987-25-000004 filed by Schrum Private Wealth Management 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 2,069 shares
    Change vs previous 13F 0 shares

    0.9% of the 13F portfolio, value $1,124,316.

    13F-HR 0001085146-25-004091 filed by Schrum Private Wealth Management 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 2,069 shares
    Change vs previous 13F -100 shares

    0.9% of the 13F portfolio, value $1,024,715.

    13F-HR 0001085146-25-002559 filed by Schrum Private Wealth Management 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 2,169 shares
    Change vs previous 13F -569 shares

    0.96% of the 13F portfolio, value $1,132,131.

    13F-HR 0001085146-25-000871 filed by Schrum Private Wealth Management 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 2,738 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,345,098.

    13F-HR 0001085146-24-005369 filed by Schrum Private Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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