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SteelPeak Wealth, LLC: ISRG position timeline

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

SteelPeak Wealth, LLC held 39,180 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,180 shares
    Change vs previous 13F -16,726 shares

    0.41% of the 13F portfolio, value $15,581,223.

    13F-HR 0001801868-26-000003 filed by SteelPeak Wealth, 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 55,906 shares
    Change vs previous 13F +45,777 shares

    0.81% of the 13F portfolio, value $25,772,247.

    13F-HR 0001801868-26-000002 filed by SteelPeak Wealth, 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 10,129 shares
    Change vs previous 13F -31,864 shares

    0.19% of the 13F portfolio, value $5,736,832.

    13F-HR 0001801868-26-000001 filed by SteelPeak Wealth, 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 41,993 shares
    Change vs previous 13F +9,364 shares

    0.63% of the 13F portfolio, value $18,780,665.

    13F-HR 0001801868-25-000003 filed by SteelPeak Wealth, 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 32,629 shares
    Change vs previous 13F +2,286 shares

    0.69% of the 13F portfolio, value $17,731,089.

    13F-HR 0001221073-25-000064 filed by SteelPeak Wealth, 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 30,343 shares
    Change vs previous 13F -14,314 shares

    0.64% of the 13F portfolio, value $15,028,128.

    13F-HR 0001221073-25-000042 filed by SteelPeak Wealth, 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 44,657 shares
    Change vs previous 13F +17,087 shares

    0.97% of the 13F portfolio, value $23,309,168.

    13F-HR 0001221073-25-000006 filed by SteelPeak Wealth, 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 27,570 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $13,544,314.

    13F-HR 0001221073-24-000093 filed by SteelPeak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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