Position in ISRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,457,894
-$230,712 QoQ
Shares Held
3,666
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#1,025
of 2,223 holders
Holding Since
Dec 2022
15 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, 2026BEACON FINANCIAL PLANNING, INC holds $1,457,894 across 1 Medical Instruments & Supplies name. ISRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
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|
3,666 | $1,457,894 |
All Filings in ISRG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,457,894 | 3,666 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,688,606 | 3,663 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,158,772 | 2,046 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $914,138 | 2,044 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,110,730 | 2,044 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,012,331 | 2,044 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,066,886 | 2,044 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,004,155 | 2,044 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $909,273 | 2,044 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $815,739 | 2,044 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $689,563 | 2,044 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $597,440 | 2,044 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $698,925 | 2,044 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $522,180 | 2,044 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $542,375 | 2,044 | Shares | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||