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Disclosery

JONES FINANCIAL COMPANIES LLLP: ISRG position timeline

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

JONES FINANCIAL COMPANIES LLLP held 265,736 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 265,736 shares
    Change vs previous 13F -63,683 shares

    0.04% of the 13F portfolio, value $107,539,014.

    13F-HR 0001193125-26-351494 filed by JONES FINANCIAL COMPANIES LLLP
    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 329,419 shares
    Change vs previous 13F +280,181 shares

    0.07% of the 13F portfolio, value $149,119,358.

    13F-HR 0001193125-26-225579 filed by JONES FINANCIAL COMPANIES LLLP
    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 49,238 shares
    Change vs previous 13F +712 shares

    0.02% of the 13F portfolio, value $27,886,554.

    13F-HR 0001193125-26-053658 filed by JONES FINANCIAL COMPANIES LLLP
    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 48,526 shares
    Change vs previous 13F +1,414 shares

    0.01% of the 13F portfolio, value $21,409,247.

    13F-HR 0001193125-25-264057 filed by JONES FINANCIAL COMPANIES LLLP
    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 47,112 shares
    Change vs previous 13F +7,153 shares

    0.02% of the 13F portfolio, value $25,149,268.

    13F-HR 0000950123-25-007781 filed by JONES FINANCIAL COMPANIES LLLP
    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/A 39,959 shares
    Change vs previous 13F +6,611 shares

    0.02% of the 13F portfolio, value $19,654,548.

    13F-HR/A 0000950123-25-005907 filed by JONES FINANCIAL COMPANIES LLLP
    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 33,348 shares
    Change vs previous 13F +3,308 shares

    0.02% of the 13F portfolio, value $17,406,185.

    13F-HR 0000950123-25-000990 filed by JONES FINANCIAL COMPANIES LLLP
    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 30,040 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $14,397,408.

    13F-HR 0000950123-24-010967 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

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