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Disclosery

Lido Advisors, LLC: ISRG position timeline

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

Lido Advisors, LLC held 56,811 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 56,811 shares
    Change vs previous 13F -2,902 shares

    0.08% of the 13F portfolio, value $22,592,751.

    13F-HR 0001172661-26-003159 filed by Lido Advisors, 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 59,713 shares
    Change vs previous 13F -5,254 shares

    0.11% of the 13F portfolio, value $27,527,711.

    13F-HR 0001172661-26-001805 filed by Lido Advisors, 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 64,967 shares
    Change vs previous 13F -229 shares

    0.13% of the 13F portfolio, value $33,011,241.

    13F-HR 0001172661-26-000582 filed by Lido Advisors, 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 65,196 shares
    Change vs previous 13F +2,423 shares

    0.12% of the 13F portfolio, value $29,158,302.

    13F-HR 0001172661-25-004894 filed by Lido Advisors, 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 62,773 shares
    Change vs previous 13F +5,464 shares

    0.18% of the 13F portfolio, value $34,111,958.

    13F-HR 0001172661-25-003111 filed by Lido Advisors, 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 57,309 shares
    Change vs previous 13F +4,164 shares

    0.17% of the 13F portfolio, value $28,383,528.

    13F-HR 0001172661-25-002184 filed by Lido Advisors, 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 53,145 shares
    Change vs previous 13F -15,650 shares

    0.17% of the 13F portfolio, value $27,739,808.

    13F-HR 0001172661-25-001102 filed by Lido Advisors, 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 68,795 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $33,797,315.

    13F-HR 0001172661-24-004928 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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