Annex Advisory Services, LLC: ISRG position timeline

Annex Advisory Services, LLC held 90,943 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 90,943 shares

   Change vs previous 13F +24,750 shares

   0.62% of the 13F portfolio, value $36,166,212.

   13F-HR 0001542287-26-000003 filed by Annex Advisory Services, LLC
   Filed 2026-07-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 66,193 shares

   Change vs previous 13F +2,050 shares

   0.57% of the 13F portfolio, value $30,514,312.

   13F-HR 0001542287-26-000002 filed by Annex Advisory Services, LLC
   Filed 2026-04-16 (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).

3. period ended2025-12-31

   13F 64,143 shares

   Change vs previous 13F +3,092 shares

   0.69% of the 13F portfolio, value $36,327,746.

   13F-HR 0001542287-26-000001 filed by Annex Advisory Services, LLC
   Filed 2026-01-26 (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).

4. period ended2025-09-30

   13F 61,051 shares

   Change vs previous 13F +4,423 shares

   0.58% of the 13F portfolio, value $27,303,615.

   13F-HR 0001542287-25-000002 filed by Annex Advisory Services, LLC
   Filed 2025-10-17 (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).

5. period ended2025-06-30

   13F 56,628 shares

   Change vs previous 13F not available

   0.74% of the 13F portfolio, value $30,772,221.

   13F-HR 0001085146-25-003756 filed by Annex Advisory Services, LLC
   Filed 2025-07-11 (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).