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Disclosery

TD PRIVATE CLIENT WEALTH LLC: ISRG position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 5,589 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,589 shares
    Change vs previous 13F +1,315 shares

    0.04% of the 13F portfolio, value $2,222,634.

    13F-HR 0002052595-26-000082 filed by TD PRIVATE CLIENT 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 4,274 shares
    Change vs previous 13F +213 shares

    0.04% of the 13F portfolio, value $1,970,271.

    13F-HR 0002052595-26-000059 filed by TD PRIVATE CLIENT 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 4,061 shares
    Change vs previous 13F -192 shares

    0.05% of the 13F portfolio, value $2,299,988.

    13F-HR 0002052595-26-000006 filed by TD PRIVATE CLIENT 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 4,253 shares
    Change vs previous 13F -2,412 shares

    0.04% of the 13F portfolio, value $1,902,069.

    13F-HR 0002052595-25-000069 filed by TD PRIVATE CLIENT 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 6,665 shares
    Change vs previous 13F -167 shares

    0.09% of the 13F portfolio, value $3,621,828.

    13F-HR 0002052595-25-000004 filed by TD PRIVATE CLIENT 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 6,832 shares
    Change vs previous 13F +2,844 shares

    0.09% of the 13F portfolio, value $3,383,685.

    13F-HR 0001089355-25-000036 filed by TD PRIVATE CLIENT 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 3,988 shares
    Change vs previous 13F +299 shares

    0.06% of the 13F portfolio, value $2,081,576.

    13F-HR 0001089355-25-000003 filed by TD PRIVATE CLIENT 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 3,689 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,812,295.

    13F-HR 0001654954-24-014605 filed by TD PRIVATE CLIENT WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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