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Disclosery

Vest Financial, LLC: ISRG position timeline

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

Vest Financial, LLC held 12,363 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 12,363 shares
    Change vs previous 13F +1,066 shares

    0.05% of the 13F portfolio, value $4,916,517.

    13F-HR 0001709632-26-000006 filed by Vest 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 11,297 shares
    Change vs previous 13F -536 shares

    0.06% of the 13F portfolio, value $5,207,803.

    13F-HR 0001709632-26-000004 filed by Vest 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 11,833 shares
    Change vs previous 13F +3,679 shares

    0.09% of the 13F portfolio, value $6,701,738.

    13F-HR 0001709632-26-000002 filed by Vest 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 8,154 shares
    Change vs previous 13F +1,569 shares

    0.05% of the 13F portfolio, value $3,646,714.

    13F-HR 0001709632-25-000006 filed by Vest 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 6,585 shares
    Change vs previous 13F +1,857 shares

    0.05% of the 13F portfolio, value $3,578,355.

    13F-HR 0001085146-25-004177 filed by Vest 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 4,728 shares
    Change vs previous 13F +2,003 shares

    0.04% of the 13F portfolio, value $2,341,637.

    13F-HR 0001085146-25-002044 filed by Vest 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 2,725 shares
    Change vs previous 13F +493 shares

    0.03% of the 13F portfolio, value $1,422,340.

    13F-HR 0001085146-25-000544 filed by Vest 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 2,232 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,096,514.

    13F-HR 0001085146-24-004998 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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