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Freestone Capital Holdings, LLC: ISRG position timeline

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

Freestone Capital Holdings, LLC held 15,521 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,521 shares
    Change vs previous 13F +457 shares

    0.16% of the 13F portfolio, value $6,172,399.

    13F-HR 0001172661-26-002975 filed by Freestone Capital Holdings, 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 15,064 shares
    Change vs previous 13F +529 shares

    0.21% of the 13F portfolio, value $6,944,353.

    13F-HR 0001172661-26-001772 filed by Freestone Capital Holdings, 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 14,535 shares
    Change vs previous 13F +537 shares

    0.24% of the 13F portfolio, value $8,232,043.

    13F-HR 0001172661-26-000297 filed by Freestone Capital Holdings, 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 13,998 shares
    Change vs previous 13F +198 shares

    0.19% of the 13F portfolio, value $6,260,326.

    13F-HR 0001172661-25-004725 filed by Freestone Capital Holdings, 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 13,800 shares
    Change vs previous 13F +6,540 shares

    0.26% of the 13F portfolio, value $7,499,058.

    13F-HR 0001172661-25-002886 filed by Freestone Capital Holdings, 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 7,260 shares
    Change vs previous 13F -275 shares

    0.13% of the 13F portfolio, value $3,595,660.

    13F-HR 0001172661-25-001788 filed by Freestone Capital Holdings, 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 7,535 shares
    Change vs previous 13F +72 shares

    0.14% of the 13F portfolio, value $3,932,969.

    13F-HR 0001172661-25-000557 filed by Freestone Capital Holdings, 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 7,463 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,666,348.

    13F-HR 0001172661-24-004850 filed by Freestone Capital Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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