Position in ISRG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,511,514
-$942,571 QoQ
Shares Held
8,830
-8.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#750
of 2,223 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Summit Financial, LLC holds $8,830,179 across 4 Medical Instruments & Supplies names. ISRG ranks #2 (39.8% of the industry book) .
All Filings in ISRG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,511,514 | 8,830 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,454,085 | 9,662 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,169,176 | 14,424 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,467,840 | 14,462 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,801,570 | 8,836 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,061,214 | 8,200 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,398,556 | 8,427 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,223,713 | 6,562 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,696,680 | 6,062 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,441,513 | 3,612 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,265,774 | 3,752 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $931,528 | 3,187 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $862,372 | 2,522 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $575,062 | 2,251 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $534,680 | 2,015 | Shares | Sole | 2023-02-07 | |
| 2022-03-31 | $423,558 | 1,404 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $478,587 | 1,332 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $408,595 | 411 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||