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STRATEGIC PLANNING GROUP, LLC: ISRG position timeline

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

STRATEGIC PLANNING GROUP, LLC held 19,668 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 19,668 shares
    Change vs previous 13F +1,289 shares

    0.85% of the 13F portfolio, value $7,821,594.

    13F-HR 0001875525-26-000004 filed by STRATEGIC PLANNING GROUP, 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 18,379 shares
    Change vs previous 13F +5,134 shares

    1.18% of the 13F portfolio, value $8,472,544.

    13F-HR 0001875525-26-000003 filed by STRATEGIC PLANNING GROUP, 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 13,245 shares
    Change vs previous 13F -8,774 shares

    0.97% of the 13F portfolio, value $7,501,718.

    13F-HR 0001875525-26-000001 filed by STRATEGIC PLANNING GROUP, 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 22,019 shares
    Change vs previous 13F +8,993 shares

    1.33% of the 13F portfolio, value $9,847,867.

    13F-HR 0001875525-25-000002 filed by STRATEGIC PLANNING GROUP, 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 13,026 shares
    Change vs previous 13F +717 shares

    1.15% of the 13F portfolio, value $7,078,852.

    13F-HR 0001085146-25-003779 filed by STRATEGIC PLANNING GROUP, 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 12,309 shares
    Change vs previous 13F -890 shares

    1.19% of the 13F portfolio, value $6,096,399.

    13F-HR 0001085146-25-001997 filed by STRATEGIC PLANNING GROUP, 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 13,199 shares
    Change vs previous 13F +333 shares

    1.27% of the 13F portfolio, value $6,889,696.

    13F-HR 0001085146-25-000435 filed by STRATEGIC PLANNING GROUP, 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 12,866 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $6,320,813.

    13F-HR 0001085146-24-004940 filed by STRATEGIC PLANNING GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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