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Disclosery

Aries Wealth Management: ISRG position timeline

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

Aries Wealth Management held 1,159 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,159 shares
    Change vs previous 13F +20 shares

    0.09% of the 13F portfolio, value $460,911.

    13F-HR 0001172661-26-002775 filed by Aries Wealth Management
    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 1,139 shares
    Change vs previous 13F +354 shares

    0.12% of the 13F portfolio, value $525,068.

    13F-HR 0001172661-26-001991 filed by Aries Wealth Management
    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 785 shares
    Change vs previous 13F +140 shares

    0.1% of the 13F portfolio, value $444,593.

    13F-HR 0001172661-26-000402 filed by Aries Wealth Management
    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 645 shares
    Change vs previous 13F +137 shares

    0.07% of the 13F portfolio, value $288,463.

    13F-HR 0001172661-25-004662 filed by Aries Wealth Management
    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 508 shares
    Change vs previous 13F -23 shares

    0.07% of the 13F portfolio, value $276,052.

    13F-HR 0001085146-25-004192 filed by Aries Wealth Management
    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 531 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $262,988.

    13F-HR 0001085146-25-002137 filed by Aries Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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