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Vestmark Advisory Solutions, Inc.: ISRG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vestmark Advisory Solutions, Inc. on ISRG, newest first. How the timeline and the estimate are built.

Vestmark Advisory Solutions, Inc. held 27,393 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,393 shares
    Change vs previous 13F +747 shares

    0.1% of the 13F portfolio, value $10,893,648.

    13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, Inc.
    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 26,646 shares
    Change vs previous 13F +4,094 shares

    0.14% of the 13F portfolio, value $12,283,539.

    13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, Inc.
    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 22,552 shares
    Change vs previous 13F +11,419 shares

    0.17% of the 13F portfolio, value $12,772,551.

    13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, Inc.
    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 11,133 shares
    Change vs previous 13F -32 shares

    0.09% of the 13F portfolio, value $4,979,011.

    13F-HR 0001172661-25-004660 filed by Vestmark Advisory Solutions, Inc.
    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 11,165 shares
    Change vs previous 13F -5,979 shares

    0.09% of the 13F portfolio, value $6,067,172.

    13F-HR 0001172661-25-002918 filed by Vestmark Advisory Solutions, Inc.
    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 17,144 shares
    Change vs previous 13F +8,350 shares

    0.22% of the 13F portfolio, value $8,490,908.

    13F-HR 0001172661-25-001732 filed by Vestmark Advisory Solutions, Inc.
    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 8,794 shares
    Change vs previous 13F +29 shares

    0.16% of the 13F portfolio, value $4,590,116.

    13F-HR 0001172661-25-000556 filed by Vestmark Advisory Solutions, Inc.
    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 8,765 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,305,982.

    13F-HR 0001172661-24-004807 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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