Ariadne Wealth Management, LP: ISRG position timeline

Ariadne Wealth Management, LP held 711 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 711 shares

   Change vs previous 13F -302 shares

   0.13% of the 13F portfolio, value $282,750.

   13F-HR 0002034793-26-000003 filed by Ariadne Wealth Management, LP
   Filed 2026-08-13 (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 1,013 shares

   Change vs previous 13F -28 shares

   0.21% of the 13F portfolio, value $466,983.

   13F-HR 0002034793-26-000002 filed by Ariadne Wealth Management, LP
   Filed 2026-05-18 (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 1,041 shares

   Change vs previous 13F -82 shares

   0.21% of the 13F portfolio, value $498,223.

   13F-HR 0002034793-26-000001 filed by Ariadne Wealth Management, LP
   Filed 2026-02-13 (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 1,123 shares

   Change vs previous 13F +28 shares

   0.28% of the 13F portfolio, value $635,068.

   13F-HR 0002034793-25-000011 filed by Ariadne Wealth Management, LP
   Filed 2025-11-20 (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 1,095 shares

   Change vs previous 13F -95 shares

   0.25% of the 13F portfolio, value $528,173.

   13F-HR 0002034793-25-000005 filed by Ariadne Wealth Management, LP
   Filed 2025-08-14 (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).

6. period ended2025-03-31

   13F 1,190 shares

   Change vs previous 13F +417 shares

   0.33% of the 13F portfolio, value $638,447.

   13F-HR 0002034793-25-000002 filed by Ariadne Wealth Management, LP
   Filed 2025-05-13 (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).

7. period ended2024-12-31

   13F 773 shares

   Change vs previous 13F +36 shares

   0.21% of the 13F portfolio, value $460,476.

   13F-HR 0002034793-25-000001 filed by Ariadne Wealth Management, LP
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 737 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $386,394.

   13F-HR 0002034793-24-000003 filed by Ariadne Wealth Management, LP
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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