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Disclosery

Smith Salley Wealth Management: ISRG position timeline

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

Smith Salley Wealth Management held 8,480 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,480 shares
    Change vs previous 13F +2,143 shares

    0.15% of the 13F portfolio, value $3,372,326.

    13F-HR 0001062993-26-003799 filed by Smith Salley Wealth Management
    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 6,337 shares
    Change vs previous 13F +254 shares

    0.15% of the 13F portfolio, value $2,921,294.

    13F-HR 0001062993-26-002022 filed by Smith Salley Wealth Management
    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 6,083 shares
    Change vs previous 13F +240 shares

    0.17% of the 13F portfolio, value $3,445,168.

    13F-HR 0001062993-26-000437 filed by Smith Salley Wealth Management
    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 5,843 shares
    Change vs previous 13F +981 shares

    0.13% of the 13F portfolio, value $2,613,165.

    13F-HR 0001062993-25-016209 filed by Smith Salley Wealth Management
    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 4,862 shares
    Change vs previous 13F +444 shares

    0.15% of the 13F portfolio, value $2,642,059.

    13F-HR 0001062993-25-012934 filed by Smith Salley Wealth Management
    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 4,418 shares
    Change vs previous 13F +3,663 shares

    0.14% of the 13F portfolio, value $2,188,103.

    13F-HR 0001062993-25-007992 filed by Smith Salley Wealth Management
    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 755 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $394,080.

    13F-HR 0001062993-25-000804 filed by Smith Salley Wealth Management
    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 755 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $370,909.

    13F-HR 0001062993-24-017911 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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