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Disclosery

Evelyn Partners Group Ltd: ISRG position timeline

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

Evelyn Partners Group Ltd held 115,547 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,547 shares
    Change vs previous 13F +24,248 shares

    0.1% of the 13F portfolio, value $45,950,713.

    13F-HR 0001420506-26-001454 filed by Evelyn Partners Group Ltd
    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 91,299 shares
    Change vs previous 13F +10,662 shares

    0.85% of the 13F portfolio, value $42,087,926.

    13F-HR 0001420506-26-001051 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 23,884 shares
    • Evelyn Partners Investment Management LLP: 62,473 shares
    • Evelyn Partners Asset Management Ltd: 4,942 shares

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

  3. period ended2025-12-31
    13F 80,637 shares
    Change vs previous 13F +7,558 shares

    0.94% of the 13F portfolio, value $45,669,572.

    13F-HR 0001420506-26-000370 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 22,283 shares
    • Evelyn Partners Investment Management LLP: 53,599 shares
    • Evelyn Partners Asset Management Ltd: 4,755 shares

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

  4. period ended2025-09-30
    13F 73,079 shares
    Change vs previous 13F +10,399 shares

    0.69% of the 13F portfolio, value $32,683,122.

    13F-HR 0001420506-25-003426 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 20,823 shares
    • Evelyn Partners Investment Management LLP: 47,498 shares
    • Evelyn Partners Asset Management Ltd: 4,758 shares

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

  5. period ended2025-06-30
    13F/A 62,680 shares
    Change vs previous 13F +4,368 shares

    0.79% of the 13F portfolio, value $34,060,939.

    13F-HR/A 0001420506-25-003504 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 19,298 shares
    • Evelyn Partners Investment Management LLP: 38,851 shares
    • Evelyn Partners Asset Management Ltd: 4,531 shares

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

  6. period ended2025-03-31
    13F/A 58,312 shares
    Change vs previous 13F +6,597 shares

    0.73% of the 13F portfolio, value $28,880,183.

    13F-HR/A 0001420506-25-003530 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 18,576 shares
    • Evelyn Partners Investment Management LLP: 35,416 shares
    • Evelyn Partners Asset Management Ltd: 4,320 shares

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

  7. period ended2024-12-31
    13F 51,715 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $26,993,163.

    13F-HR 0001420506-25-003538 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 16,844 shares
    • Evelyn Partners Investment Management LLP: 30,641 shares
    • Evelyn Partners Asset Management Ltd: 4,230 shares

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