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Williams Jones Wealth Management, LLC.: ISRG position timeline

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

Williams Jones Wealth Management, LLC. held 145,276 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 145,276 shares
    Change vs previous 13F -69,051 shares

    0.65% of the 13F portfolio, value $57,773,360.

    13F-HR 0001104659-26-090796 filed by Williams Jones Wealth Management, 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 214,327 shares
    Change vs previous 13F +3,489 shares

    1.21% of the 13F portfolio, value $98,802,604.

    13F-HR 0001104659-26-055404 filed by Williams Jones Wealth Management, 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 210,838 shares
    Change vs previous 13F +7,688 shares

    1.35% of the 13F portfolio, value $119,410,210.

    13F-HR 0001104659-26-015161 filed by Williams Jones Wealth Management, 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 203,150 shares
    Change vs previous 13F +8,876 shares

    1.04% of the 13F portfolio, value $90,854,775.

    13F-HR 0001104659-25-112450 filed by Williams Jones Wealth Management, 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 194,274 shares
    Change vs previous 13F +7,522 shares

    1.26% of the 13F portfolio, value $105,570,434.

    13F-HR 0001104659-25-078575 filed by Williams Jones Wealth Management, 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 186,752 shares
    Change vs previous 13F +7,609 shares

    1.18% of the 13F portfolio, value $92,492,663.

    13F-HR 0001104659-25-049421 filed by Williams Jones Wealth Management, 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 179,143 shares
    Change vs previous 13F +8,447 shares

    1.13% of the 13F portfolio, value $93,505,480.

    13F-HR 0001104659-25-013487 filed by Williams Jones Wealth Management, 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 170,696 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $83,857,824.

    13F-HR 0001104659-24-118998 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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