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Focus Partners Wealth: ISRG position timeline

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

Focus Partners Wealth held 130,188 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 130,188 shares
    Change vs previous 13F +8,756 shares

    0.05% of the 13F portfolio, value $51,773,276.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 126,571 shares
    • Focus Partners Advisor Solutions, LLC: 3,617 shares

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

  2. period ended2026-03-31
    13F 121,432 shares
    Change vs previous 13F -4,644 shares

    0.06% of the 13F portfolio, value $56,000,972.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 117,405 shares
    • Focus Partners Advisor Solutions, LLC: 4,027 shares

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

  3. period ended2025-12-31
    13F 126,076 shares
    Change vs previous 13F +34,937 shares

    0.07% of the 13F portfolio, value $70,801,701.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 122,735 shares
    • Focus Partners Advisor Solutions, LLC: 3,341 shares

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

  4. period ended2025-09-30
    13F 91,139 shares
    Change vs previous 13F +4,966 shares

    0.06% of the 13F portfolio, value $41,157,219.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 86,503 shares
    • Focus Partners Advisor Solutions, LLC: 4,636 shares

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

  5. period ended2025-06-30
    13F 86,173 shares
    Change vs previous 13F +3,090 shares

    0.09% of the 13F portfolio, value $46,826,221.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 82,467 shares
    • Focus Partners Advisor Solutions, LLC: 3,706 shares

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

  6. period ended2025-03-31
    13F/A 83,083 shares
    Change vs previous 13F +5,979 shares

    0.09% of the 13F portfolio, value $41,149,325.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 79,306 shares
    • Focus Partners Advisor Solutions, LLC: 3,777 shares

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

  7. period ended2024-12-31
    13F/A 77,104 shares
    Change vs previous 13F +3,252 shares

    0.09% of the 13F portfolio, value $40,246,041.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 74,956 shares
    • Focus Partners Advisor Solutions, LLC: 2,148 shares

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

  8. period ended2024-09-30
    13F 73,852 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $36,281,799.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 71,574 shares
    • Focus Partners Advisor Solutions, LLC: 2,278 shares

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