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Disclosery

Chevy Chase Trust Holdings, LLC: ISRG position timeline

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

Chevy Chase Trust Holdings, LLC held 302,036 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 302,036 shares
    Change vs previous 13F -28,715 shares

    0.31% of the 13F portfolio, value $120,113,678.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, 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 330,751 shares
    Change vs previous 13F -16,654 shares

    0.44% of the 13F portfolio, value $152,472,903.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, 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 347,405 shares
    Change vs previous 13F -4,789 shares

    0.53% of the 13F portfolio, value $196,756,296.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, 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 352,194 shares
    Change vs previous 13F -19,054 shares

    0.43% of the 13F portfolio, value $157,511,723.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, 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 371,248 shares
    Change vs previous 13F +1,318 shares

    0.59% of the 13F portfolio, value $201,739,876.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, 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 369,930 shares
    Change vs previous 13F -18,514 shares

    0.59% of the 13F portfolio, value $183,215,233.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, 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 388,444 shares
    Change vs previous 13F -13,735 shares

    0.62% of the 13F portfolio, value $202,752,229.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, 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 402,179 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $197,578,477.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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