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Disclosery

Tower View Wealth Management LLC: ISRG position timeline

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

Tower View Wealth Management LLC held 5,713 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,713 shares
    Change vs previous 13F +41 shares

    1% of the 13F portfolio, value $2,271,946.

    13F-HR 0001729045-26-000003 filed by Tower View Wealth Management 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 5,672 shares
    Change vs previous 13F -201 shares

    1.34% of the 13F portfolio, value $2,614,736.

    13F-HR 0001729045-26-000002 filed by Tower View Wealth Management 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 5,873 shares
    Change vs previous 13F +57 shares

    1.64% of the 13F portfolio, value $3,326,233.

    13F-HR 0001729045-26-000001 filed by Tower View Wealth Management 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 5,816 shares
    Change vs previous 13F +192 shares

    1.35% of the 13F portfolio, value $2,601,090.

    13F-HR 0001729045-25-000008 filed by Tower View Wealth Management 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 5,624 shares
    Change vs previous 13F -4 shares

    1.58% of the 13F portfolio, value $3,056,138.

    13F-HR 0001729045-25-000006 filed by Tower View Wealth Management 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 5,628 shares
    Change vs previous 13F -80 shares

    1.62% of the 13F portfolio, value $2,787,380.

    13F-HR 0001729045-25-000005 filed by Tower View Wealth Management 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 5,708 shares
    Change vs previous 13F -1 shares

    1.57% of the 13F portfolio, value $2,979,348.

    13F-HR 0001729045-25-000001 filed by Tower View Wealth Management 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 5,709 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $2,804,661.

    13F-HR 0001729045-24-000005 filed by Tower View Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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