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Disclosery

Alpha Cubed Investments, LLC: ISRG position timeline

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

Alpha Cubed Investments, LLC held 102,781 ISRG shares at 2025-12-31 per its 13F-HR filed 2026-02-03.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 102,781 shares
    Change vs previous 13F +10,181 shares

    1.99% of the 13F portfolio, value $58,211,047.

    13F-HR 0001580830-26-000002 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 92,600 shares
    Change vs previous 13F +10,677 shares

    1.44% of the 13F portfolio, value $41,413,498.

    13F-HR 0001580830-25-000008 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 81,923 shares
    Change vs previous 13F +15,890 shares

    1.69% of the 13F portfolio, value $44,517,777.

    13F-HR 0001580830-25-000005 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 66,033 shares
    Change vs previous 13F -28,615 shares

    1.46% of the 13F portfolio, value $32,704,164.

    13F-HR 0001580830-25-000004 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 94,648 shares
    Change vs previous 13F -5,147 shares

    2.26% of the 13F portfolio, value $49,402,470.

    13F-HR 0001085146-25-000304 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 99,795 shares
    Change vs previous 13F +4,657 shares

    2.18% of the 13F portfolio, value $49,026,290.

    13F-HR 0001085146-24-004668 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 95,138 shares
    Change vs previous 13F +26,802 shares

    2.02% of the 13F portfolio, value $42,322,139.

    13F-HR 0001085146-24-002979 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 68,336 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $27,272,214.

    13F-HR 0001085146-24-001952 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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