Position in ISRG
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$9,146
-$15,286 QoQ
Shares Held
23
-56.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,119
of 2,223 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Dogwood Wealth Management LLC holds $18,516 across 4 Medical Instruments & Supplies names. ISRG ranks #1 (49.4% of the industry book) .
All Filings in ISRG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,146 | 23 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $24,432 | 53 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $31,716 | 56 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $726,301 | 1,624 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $783,597 | 1,442 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $644,841 | 1,302 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $0 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $0 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $14,367 | 36 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $26,314 | 78 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||