Skip to content
Disclosery

Triangle Securities Wealth Management: ISRG position timeline

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

Triangle Securities Wealth Management held 812 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 812 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $322,916.

    13F-HR 0001062993-26-003647 filed by Triangle Securities Wealth Management
    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 812 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $374,324.

    13F-HR 0001062993-26-002057 filed by Triangle Securities Wealth Management
    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 812 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $459,884.

    13F-HR 0001062993-26-000212 filed by Triangle Securities Wealth Management
    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 812 shares
    Change vs previous 13F -168 shares

    0.08% of the 13F portfolio, value $363,151.

    13F-HR 0001062993-25-016081 filed by Triangle Securities Wealth Management
    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 980 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $532,542.

    13F-HR 0001062993-25-012685 filed by Triangle Securities Wealth Management
    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 980 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $485,365.

    13F-HR 0001062993-25-007294 filed by Triangle Securities Wealth Management
    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 980 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $511,521.

    13F-HR 0001062993-25-000798 filed by Triangle Securities Wealth Management
    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 980 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $481,445.

    13F-HR 0001062993-24-019067 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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