Skip to content
Disclosery

Accurate Wealth Management, LLC: ISRG position timeline

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

Accurate Wealth Management, LLC held 7,478 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,478 shares
    Change vs previous 13F +377 shares

    0.29% of the 13F portfolio, value $3,042,001.

    13F-HR 0001754960-26-000528 filed by Accurate Wealth Management, 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 7,101 shares
    Change vs previous 13F +108 shares

    0.39% of the 13F portfolio, value $3,199,939.

    13F-HR 0001754960-26-000311 filed by Accurate Wealth Management, 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 6,993 shares
    Change vs previous 13F +253 shares

    0.52% of the 13F portfolio, value $4,099,561.

    13F-HR 0001754960-26-000054 filed by Accurate Wealth Management, 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 6,740 shares
    Change vs previous 13F -74 shares

    0.39% of the 13F portfolio, value $2,941,260.

    13F-HR 0001754960-25-000687 filed by Accurate Wealth Management, 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 6,814 shares
    Change vs previous 13F +839 shares

    0.55% of the 13F portfolio, value $3,584,532.

    13F-HR 0001754960-25-000384 filed by Accurate Wealth Management, 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 5,975 shares
    Change vs previous 13F -3 shares

    0.56% of the 13F portfolio, value $2,949,207.

    13F-HR 0001754960-25-000190 filed by Accurate Wealth Management, 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 5,978 shares
    Change vs previous 13F +373 shares

    0.63% of the 13F portfolio, value $3,272,724.

    13F-HR 0001754960-25-000019 filed by Accurate Wealth Management, 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 5,605 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,681,943.

    13F-HR 0001754960-24-000509 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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