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Stamos Capital Partners, L.P.: ISRG position timeline

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

Stamos Capital Partners, L.P. held 4,068 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,068 shares
    Change vs previous 13F +1,756 shares

    0.25% of the 13F portfolio, value $1,617,762.

    13F-HR 0001172661-26-003352 filed by Stamos Capital Partners, L.P.
    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 2,312 shares
    Change vs previous 13F +490 shares

    0.17% of the 13F portfolio, value $1,065,809.

    13F-HR 0001172661-26-001842 filed by Stamos Capital Partners, L.P.
    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 1,822 shares
    Change vs previous 13F +124 shares

    0.17% of the 13F portfolio, value $1,031,908.

    13F-HR 0001172661-26-000656 filed by Stamos Capital Partners, L.P.
    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 1,698 shares
    Change vs previous 13F -113 shares

    0.14% of the 13F portfolio, value $759,397.

    13F-HR 0001172661-25-004754 filed by Stamos Capital Partners, L.P.
    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 1,811 shares
    Change vs previous 13F +817 shares

    0.18% of the 13F portfolio, value $984,116.

    13F-HR 0001172661-25-003319 filed by Stamos Capital Partners, L.P.
    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 994 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $492,298.

    13F-HR 0001172661-25-001896 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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