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Aaron Wealth Advisors LLC: ISRG position timeline

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

Aaron Wealth Advisors LLC held 2,973 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,973 shares
    Change vs previous 13F -1,930 shares

    0.06% of the 13F portfolio, value $1,182,687.

    13F-HR 0001172661-26-002640 filed by Aaron Wealth Advisors 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 4,903 shares
    Change vs previous 13F -1,377 shares

    0.13% of the 13F portfolio, value $2,260,679.

    13F-HR 0001172661-26-001518 filed by Aaron Wealth Advisors 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 6,280 shares
    Change vs previous 13F +1,150 shares

    0.2% of the 13F portfolio, value $3,557,288.

    13F-HR 0001172661-26-000232 filed by Aaron Wealth Advisors 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 5,130 shares
    Change vs previous 13F +2,602 shares

    0.14% of the 13F portfolio, value $2,294,722.

    13F-HR 0001172661-25-004156 filed by Aaron Wealth Advisors 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 2,528 shares
    Change vs previous 13F +19 shares

    0.14% of the 13F portfolio, value $1,374,265.

    13F-HR 0001172661-25-002506 filed by Aaron Wealth Advisors 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 2,509 shares
    Change vs previous 13F +78 shares

    0.14% of the 13F portfolio, value $1,242,615.

    13F-HR 0001172661-25-001544 filed by Aaron Wealth Advisors 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 2,431 shares
    Change vs previous 13F -6 shares

    0.15% of the 13F portfolio, value $1,268,867.

    13F-HR 0001172661-25-000198 filed by Aaron Wealth Advisors 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 2,437 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,197,208.

    13F-HR 0001172661-24-004302 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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