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Wallace Hart LLC: ISRG position timeline

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

Wallace Hart LLC held 542 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 542 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $215,543.

    13F-HR 0001398344-26-014386 filed by Wallace Hart 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 542 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $249,857.

    13F-HR 0001398344-26-008793 filed by Wallace Hart 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 542 shares
    Change vs previous 13F -18 shares

    0.23% of the 13F portfolio, value $306,967.

    13F-HR 0001398344-26-003261 filed by Wallace Hart 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 560 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $250,449.

    13F-HR 0001398344-25-020310 filed by Wallace Hart 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 560 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $304,310.

    13F-HR 0001398344-25-015470 filed by Wallace Hart 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 560 shares
    Change vs previous 13F -732 shares

    0.7% of the 13F portfolio, value $277,351.

    13F-HR 0001398344-25-009380 filed by Wallace Hart 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 1,292 shares
    Change vs previous 13F -1,344 shares

    0.54% of the 13F portfolio, value $674,372.

    13F-HR 0001398344-25-002219 filed by Wallace Hart 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 2,636 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,294,988.

    13F-HR 0001398344-24-020516 filed by Wallace Hart LLC
    Filed (acceptance time not in the bulk data set), ingested

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