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Disclosery

Summit Financial, LLC: ISRG position timeline

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

Summit Financial, LLC held 8,830 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 8,830 shares
    Change vs previous 13F -832 shares

    0.04% of the 13F portfolio, value $3,511,316.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 9,662 shares
    Change vs previous 13F -4,762 shares

    0.06% of the 13F portfolio, value $4,453,855.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 14,424 shares
    Change vs previous 13F -38 shares

    0.12% of the 13F portfolio, value $8,168,893.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 14,462 shares
    Change vs previous 13F +5,626 shares

    0.1% of the 13F portfolio, value $6,467,617.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 8,836 shares
    Change vs previous 13F +636 shares

    0.11% of the 13F portfolio, value $4,801,299.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 8,200 shares
    Change vs previous 13F -227 shares

    0.11% of the 13F portfolio, value $4,060,966.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 8,427 shares
    Change vs previous 13F +1,865 shares

    0.15% of the 13F portfolio, value $4,398,296.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 6,562 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,223,468.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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