Anderson Financial Strategies, LLC: ISRG position timeline

Anderson Financial Strategies, LLC held 0 ISRG shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -615 shares

   13F-HR 0002018166-26-000002 filed by Anderson Financial Strategies, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 615 shares

   Change vs previous 13F 0 shares

   0.2% of the 13F portfolio, value $348,311.

   13F-HR 0002018166-26-000001 filed by Anderson Financial Strategies, LLC
   Filed 2026-02-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 615 shares

   Change vs previous 13F 0 shares

   0.16% of the 13F portfolio, value $275,046.

   13F-HR 0002018166-25-000007 filed by Anderson Financial Strategies, LLC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 615 shares

   Change vs previous 13F -660 shares

   0.21% of the 13F portfolio, value $334,000.

   13F-HR 0002018166-25-000005 filed by Anderson Financial Strategies, LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 1,275 shares

   Change vs previous 13F not available

   0.39% of the 13F portfolio, value $631,469.

   13F-HR 0002018166-25-000004 filed by Anderson Financial Strategies, LLC
   Filed 2025-05-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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