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Concurrent Investment Advisors, LLC: ISRG position timeline

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

Concurrent Investment Advisors, LLC held 25,639 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 25,639 shares
    Change vs previous 13F +6,043 shares

    0.09% of the 13F portfolio, value $10,196,302.

    13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, 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 19,596 shares
    Change vs previous 13F +4,117 shares

    0.1% of the 13F portfolio, value $9,033,671.

    13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, 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 15,479 shares
    Change vs previous 13F +3,988 shares

    0.1% of the 13F portfolio, value $8,766,693.

    13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, 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 11,491 shares
    Change vs previous 13F -6,296 shares

    0.09% of the 13F portfolio, value $5,138,946.

    13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, 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 17,787 shares
    Change vs previous 13F +4,637 shares

    0.19% of the 13F portfolio, value $9,665,601.

    13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, 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 13,150 shares
    Change vs previous 13F +1,005 shares

    0.16% of the 13F portfolio, value $6,512,562.

    13F-HR 0001667731-25-000551 filed by Concurrent Investment Advisors, 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 12,145 shares
    Change vs previous 13F +2,272 shares

    0.17% of the 13F portfolio, value $6,339,145.

    13F-HR 0001667731-25-000197 filed by Concurrent Investment Advisors, 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 9,873 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,850,498.

    13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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