Skip to content
Disclosery

CARY STREET PARTNERS ASSET MANAGEMENT LLC: ISRG position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 1,480 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,480 shares
    Change vs previous 13F -91 shares

    0.01% of the 13F portfolio, value $588,566.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,003 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 477 shares

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

  2. period ended2026-03-31
    13F 1,571 shares
    Change vs previous 13F -22 shares

    0.02% of the 13F portfolio, value $724,215.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,006 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 565 shares

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

  3. period ended2025-12-31
    13F 1,593 shares
    Change vs previous 13F +901 shares

    0.02% of the 13F portfolio, value $902,211.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 943 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 650 shares

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

  4. period ended2025-09-30
    13F 692 shares
    Change vs previous 13F -206 shares

    0.01% of the 13F portfolio, value $309,484.

    13F-HR 0001766904-25-000006 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 264 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 428 shares

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

  5. period ended2025-06-30
    13F 898 shares
    Change vs previous 13F +94 shares

    0.01% of the 13F portfolio, value $487,981.

    13F-HR 0001766904-25-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 426 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 472 shares

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

  6. period ended2025-03-31
    13F 804 shares
    Change vs previous 13F -23 shares

    0.01% of the 13F portfolio, value $398,197.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 412 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 392 shares

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

  7. period ended2024-12-31
    13F 827 shares
    Change vs previous 13F +82 shares

    0.01% of the 13F portfolio, value $431,660.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 421 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 406 shares

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

  8. period ended2024-09-30
    13F 745 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $365,996.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

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