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Disclosery

Ascent Group, LLC: ISRG position timeline

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

Ascent Group, LLC held 10,484 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,484 shares
    Change vs previous 13F -3,377 shares

    0.12% of the 13F portfolio, value $4,169,278.

    13F-HR 0001913231-26-000003 filed by Ascent Group, 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 13,861 shares
    Change vs previous 13F -386 shares

    0.22% of the 13F portfolio, value $6,389,783.

    13F-HR 0001913231-26-000002 filed by Ascent Group, 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 14,247 shares
    Change vs previous 13F +707 shares

    0.28% of the 13F portfolio, value $8,068,932.

    13F-HR 0001913231-26-000001 filed by Ascent Group, 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 13,540 shares
    Change vs previous 13F +2,182 shares

    0.21% of the 13F portfolio, value $6,055,494.

    13F-HR 0001913231-25-000006 filed by Ascent Group, 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 11,358 shares
    Change vs previous 13F +5,256 shares

    0.24% of the 13F portfolio, value $6,172,051.

    13F-HR 0001913231-25-000003 filed by Ascent Group, 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 6,102 shares
    Change vs previous 13F +284 shares

    0.13% of the 13F portfolio, value $3,022,138.

    13F-HR 0001913231-25-000002 filed by Ascent Group, 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 5,818 shares
    Change vs previous 13F +367 shares

    0.23% of the 13F portfolio, value $3,036,763.

    13F-HR 0001221073-25-000036 filed by Ascent Group, 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 5,451 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,677,913.

    13F-HR 0001221073-24-000102 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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