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Disclosery

Concord Wealth Partners: ISRG position timeline

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

Concord Wealth Partners held 823 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 823 shares
    Change vs previous 13F -4 shares

    0.04% of the 13F portfolio, value $327,291.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    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 827 shares
    Change vs previous 13F -6,212 shares

    0.05% of the 13F portfolio, value $381,239.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 827 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  3. period ended2025-12-31
    13F 7,039 shares
    Change vs previous 13F -125 shares

    0.3% of the 13F portfolio, value $3,986,608.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 3,902 shares
    • Concord Asset Management, LLC/VA: 3,137 shares

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

  4. period ended2025-09-30
    13F 7,164 shares
    Change vs previous 13F +130 shares

    0.25% of the 13F portfolio, value $3,203,956.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 3,981 shares
    • Concord Asset Management, LLC/VA: 3,183 shares

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

  5. period ended2025-06-30
    13F 7,034 shares
    Change vs previous 13F +731 shares

    0.28% of the 13F portfolio, value $3,822,346.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 3,517 shares
    • Concord Asset Management, LLC/VA: 3,517 shares

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

  6. period ended2025-03-31
    13F 6,303 shares
    Change vs previous 13F +5,211 shares

    0.29% of the 13F portfolio, value $3,100,305.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 3,390 shares
    • Concord Asset Management, LLC/VA: 2,913 shares

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

  7. period ended2024-12-31
    13F 1,092 shares
    Change vs previous 13F -90 shares

    0.09% of the 13F portfolio, value $569,980.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    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 1,182 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $580,681.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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