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Trifecta Capital Advisors, LLC: ISRG position timeline

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

Trifecta Capital Advisors, LLC held 14,831 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,831 shares
    Change vs previous 13F +85 shares

    0.76% of the 13F portfolio, value $5,897,993.

    13F-HR 0001962615-26-000003 filed by Trifecta Capital Advisors, 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 14,746 shares
    Change vs previous 13F +285 shares

    1.05% of the 13F portfolio, value $6,797,759.

    13F-HR 0001962615-26-000002 filed by Trifecta Capital Advisors, 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 14,461 shares
    Change vs previous 13F +447 shares

    1.21% of the 13F portfolio, value $8,190,132.

    13F-HR 0001962615-26-000001 filed by Trifecta Capital Advisors, 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 14,014 shares
    Change vs previous 13F +646 shares

    0.95% of the 13F portfolio, value $6,267,482.

    13F-HR 0001962615-25-000006 filed by Trifecta Capital Advisors, 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 13,368 shares
    Change vs previous 13F +802 shares

    1.21% of the 13F portfolio, value $7,264,305.

    13F-HR 0001962615-25-000003 filed by Trifecta Capital Advisors, 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 12,566 shares
    Change vs previous 13F +1,052 shares

    1.3% of the 13F portfolio, value $6,223,563.

    13F-HR 0001962615-25-000002 filed by Trifecta Capital Advisors, 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 11,514 shares
    Change vs previous 13F +655 shares

    1.19% of the 13F portfolio, value $6,009,848.

    13F-HR 0001962615-25-000001 filed by Trifecta Capital Advisors, 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 10,859 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $5,334,701.

    13F-HR 0001962615-24-000007 filed by Trifecta Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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