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Disclosery

Simplify Asset Management Inc.: ISRG position timeline

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

Simplify Asset Management Inc. held 7,492 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,492 shares
    Change vs previous 13F -3,275 shares

    0.04% of the 13F portfolio, value $2,979,419.

    13F-HR 0001172661-26-002646 filed by Simplify Asset Management Inc.
    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 10,767 shares
    Change vs previous 13F -3,973 shares

    0.08% of the 13F portfolio, value $4,963,479.

    13F-HR 0001172661-26-001545 filed by Simplify Asset Management Inc.
    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 14,740 shares
    Change vs previous 13F +7,100 shares

    0.14% of the 13F portfolio, value $8,348,146.

    13F-HR 0001172661-26-000536 filed by Simplify Asset Management Inc.
    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 7,640 shares
    Change vs previous 13F -1,059 shares

    0.07% of the 13F portfolio, value $3,416,837.

    13F-HR 0001172661-25-004330 filed by Simplify Asset Management Inc.
    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 8,699 shares
    Change vs previous 13F -3,524 shares

    0.29% of the 13F portfolio, value $4,727,124.

    13F-HR 0001172661-25-002950 filed by Simplify Asset Management Inc.
    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 12,223 shares
    Change vs previous 13F -1,264 shares

    0.28% of the 13F portfolio, value $6,053,685.

    13F-HR 0001172661-25-001739 filed by Simplify Asset Management Inc.
    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 13,487 shares
    Change vs previous 13F -9,743 shares

    0.49% of the 13F portfolio, value $7,039,675.

    13F-HR 0001172661-25-000651 filed by Simplify Asset Management Inc.
    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/A 23,230 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $11,412,202.

    13F-HR/A 0001172661-24-004551 filed by Simplify Asset Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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