Arista Wealth Management, LLC: ISRG position timeline

Arista Wealth Management, LLC held 2,371 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,371 shares

   Change vs previous 13F -721 shares

   0.1% of the 13F portfolio, value $942,899.

   13F-HR 0002085853-26-000664 filed by Arista Wealth Management, LLC
   Filed 2026-07-09 (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 3,092 shares

   Change vs previous 13F +1,099 shares

   0.17% of the 13F portfolio, value $1,425,381.

   13F-HR 0002085853-26-000539 filed by Arista Wealth Management, LLC
   Filed 2026-04-30 (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 1,993 shares

   Change vs previous 13F +555 shares

   0.14% of the 13F portfolio, value $1,128,755.

   13F-HR 0002085853-26-000231 filed by Arista Wealth Management, LLC
   Filed 2026-02-09 (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 1,438 shares

   Change vs previous 13F 0 shares

   0.08% of the 13F portfolio, value $643,117.

   13F-HR 0002085853-25-000237 filed by Arista Wealth Management, LLC
   Filed 2025-11-06 (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 1,438 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $781,424.

   13F-HR 0001667731-25-001003 filed by Arista Wealth Management, LLC
   Filed 2025-07-29 (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).