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Disclosery

Pathstone Holdings, LLC: ISRG position timeline

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

Pathstone Holdings, LLC held 56,403 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,403 shares
    Change vs previous 13F -2,478 shares

    0.07% of the 13F portfolio, value $22,559,493.

    13F-HR 0002011612-26-000003 filed by Pathstone 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 58,881 shares
    Change vs previous 13F +5,014 shares

    0.11% of the 13F portfolio, value $27,143,816.

    13F-HR 0002011612-26-000002 filed by Pathstone 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 53,867 shares
    Change vs previous 13F +5,440 shares

    0.12% of the 13F portfolio, value $30,508,312.

    13F-HR 0002011612-26-000001 filed by Pathstone 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 48,427 shares
    Change vs previous 13F -2,711 shares

    0.08% of the 13F portfolio, value $21,658,332.

    13F-HR 0002011612-25-000002 filed by Pathstone 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 51,138 shares
    Change vs previous 13F +2,070 shares

    0.11% of the 13F portfolio, value $27,788,467.

    13F-HR 0001085146-25-004936 filed by Pathstone 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 49,068 shares
    Change vs previous 13F +849 shares

    0.11% of the 13F portfolio, value $24,259,354.

    13F-HR 0001085146-25-003172 filed by Pathstone 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 48,219 shares
    Change vs previous 13F -709 shares

    0.11% of the 13F portfolio, value $25,168,816.

    13F-HR 0001085146-25-001679 filed by Pathstone 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 48,928 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $24,036,971.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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