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OPPENHEIMER ASSET MANAGEMENT INC.: ISRG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OPPENHEIMER ASSET MANAGEMENT INC. on ISRG, newest first. How the timeline and the estimate are built.

OPPENHEIMER ASSET MANAGEMENT INC. held 86,734 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,734 shares
    Change vs previous 13F -1,770 shares

    0.18% of the 13F portfolio, value $34,492,377.

    13F-HR 0001085146-26-000553 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 19,018 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 67,716 shares

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

  2. period ended2026-03-31
    13F 88,504 shares
    Change vs previous 13F -2,203 shares

    0.24% of the 13F portfolio, value $40,799,458.

    13F-HR 0001085146-26-000369 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 22,621 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 65,883 shares

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

  3. period ended2025-12-31
    13F 90,707 shares
    Change vs previous 13F +14,242 shares

    0.34% of the 13F portfolio, value $51,372,817.

    13F-HR 0001085146-26-000133 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 19,630 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 71,077 shares

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

  4. period ended2025-09-30
    13F 76,465 shares
    Change vs previous 13F +1,210 shares

    0.2% of the 13F portfolio, value $34,197,443.

    13F-HR 0001085146-25-005973 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 21,507 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 54,958 shares

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

  5. period ended2025-06-30
    13F 75,255 shares
    Change vs previous 13F +2,334 shares

    0.25% of the 13F portfolio, value $40,894,319.

    13F-HR 0001085146-25-004405 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 21,947 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 53,308 shares

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

  6. period ended2025-03-31
    13F 72,921 shares
    Change vs previous 13F +1,721 shares

    0.25% of the 13F portfolio, value $36,115,583.

    13F-HR 0001085146-25-002235 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 20,223 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 52,698 shares

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

  7. period ended2024-12-31
    13F 71,200 shares
    Change vs previous 13F -3,300 shares

    0.25% of the 13F portfolio, value $37,163,552.

    13F-HR 0001085146-25-000777 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 17,785 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 53,415 shares

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

  8. period ended2024-09-30
    13F 74,500 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $36,599,616.

    13F-HR 0001085146-24-005361 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 18,345 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 56,155 shares

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