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Disclosery

CWM, LLC: ISRG position timeline

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

CWM, LLC held 54,633 ISRG shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 54,633 shares
    Change vs previous 13F +5,112 shares

    0.07% of the 13F portfolio, value $25,185,453.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 49,521 shares
    Change vs previous 13F +6,455 shares

    0.08% of the 13F portfolio, value $28,047,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 43,066 shares
    Change vs previous 13F +2,064 shares

    0.06% of the 13F portfolio, value $19,261,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 41,002 shares
    Change vs previous 13F -8,030 shares

    0.08% of the 13F portfolio, value $22,281,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 49,032 shares
    Change vs previous 13F +3,253 shares

    0.1% of the 13F portfolio, value $24,284,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 45,779 shares
    Change vs previous 13F +2,627 shares

    0.1% of the 13F portfolio, value $23,895,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 43,152 shares
    Change vs previous 13F +2,162 shares

    0.09% of the 13F portfolio, value $21,199,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 40,990 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $18,234,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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