Skip to content
Disclosery

Stiles Financial Services Inc: ISRG position timeline

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

Stiles Financial Services Inc held 5,883 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,883 shares
    Change vs previous 13F +90 shares

    0.59% of the 13F portfolio, value $2,339,551.

    13F-HR 0001904832-26-000003 filed by Stiles Financial Services 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 5,793 shares
    Change vs previous 13F +124 shares

    0.82% of the 13F portfolio, value $2,670,515.

    13F-HR 0001904832-26-000001 filed by Stiles Financial Services 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 5,669 shares
    Change vs previous 13F +163 shares

    0.99% of the 13F portfolio, value $3,210,695.

    13F-HR 0002085853-26-000188 filed by Stiles Financial Services 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 5,506 shares
    Change vs previous 13F +407 shares

    0.78% of the 13F portfolio, value $2,462,448.

    13F-HR 0002085853-25-000199 filed by Stiles Financial Services 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 5,099 shares
    Change vs previous 13F +260 shares

    0.96% of the 13F portfolio, value $2,770,844.

    13F-HR 0001667731-25-000944 filed by Stiles Financial Services 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 4,839 shares
    Change vs previous 13F +84 shares

    0.92% of the 13F portfolio, value $2,396,613.

    13F-HR 0001667731-25-000481 filed by Stiles Financial Services 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 4,755 shares
    Change vs previous 13F -182 shares

    0.9% of the 13F portfolio, value $2,481,919.

    13F-HR 0001667731-25-000147 filed by Stiles Financial Services 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 4,937 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $2,425,400.

    13F-HR 0001904832-24-000004 filed by Stiles Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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