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Warther Private Wealth, LLC: ISRG position timeline

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

Warther Private Wealth, LLC held 704 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 704 shares
    Change vs previous 13F -300 shares

    0.06% of the 13F portfolio, value $279,967.

    13F-HR 0001954551-26-000005 filed by Warther Private Wealth, 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 1,004 shares
    Change vs previous 13F -9 shares

    0.11% of the 13F portfolio, value $462,834.

    13F-HR 0001954551-26-000004 filed by Warther Private Wealth, 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 1,013 shares
    Change vs previous 13F +13 shares

    0.14% of the 13F portfolio, value $573,723.

    13F-HR 0001954551-26-000002 filed by Warther Private Wealth, 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 1,000 shares
    Change vs previous 13F -7 shares

    0.11% of the 13F portfolio, value $447,230.

    13F-HR 0001954551-25-000009 filed by Warther Private Wealth, 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 1,007 shares
    Change vs previous 13F -109 shares

    0.14% of the 13F portfolio, value $547,214.

    13F-HR 0001954551-25-000007 filed by Warther Private Wealth, 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 1,116 shares
    Change vs previous 13F +20 shares

    0.18% of the 13F portfolio, value $552,721.

    13F-HR 0001954551-25-000005 filed by Warther Private Wealth, 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 1,096 shares
    Change vs previous 13F +7 shares

    0.19% of the 13F portfolio, value $572,068.

    13F-HR 0001954551-25-000002 filed by Warther Private Wealth, 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 1,089 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $534,993.

    13F-HR 0001954551-24-000008 filed by Warther Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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