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Disclosery

Atlas Wealth Partners, LLC: ISRG position timeline

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

Atlas Wealth Partners, LLC held 1,900 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,900 shares
    Change vs previous 13F 0 shares

    0.83% of the 13F portfolio, value $755,592.

    13F-HR 0001965798-26-000003 filed by Atlas Wealth Partners, LLC
    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 1,900 shares
    Change vs previous 13F -50 shares

    0.9% of the 13F portfolio, value $875,881.

    13F-HR 0001965798-26-000002 filed by Atlas Wealth Partners, LLC
    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 1,950 shares
    Change vs previous 13F -50 shares

    1.21% of the 13F portfolio, value $1,104,402.

    13F-HR 0001965798-26-000001 filed by Atlas Wealth Partners, LLC
    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 2,000 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $894,460.

    13F-HR 0001965798-25-000006 filed by Atlas Wealth Partners, LLC
    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 2,000 shares
    Change vs previous 13F 0 shares

    1.25% of the 13F portfolio, value $1,087,000.

    13F-HR 0001965798-25-000004 filed by Atlas Wealth Partners, LLC
    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 2,000 shares
    Change vs previous 13F 0 shares

    1.22% of the 13F portfolio, value $991,000.

    13F-HR 0001965798-25-000003 filed by Atlas Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 2,000 shares
    Change vs previous 13F -100 shares

    1.32% of the 13F portfolio, value $1,044,000.

    13F-HR 0001965798-25-000001 filed by Atlas Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,100 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $1,032,000.

    13F-HR 0001965798-24-000004 filed by Atlas Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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