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Disclosery

Austin Private Wealth, LLC: ISRG position timeline

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

Austin Private Wealth, LLC held 614 ISRG shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 614 shares
    Change vs previous 13F -24 shares

    0.03% of the 13F portfolio, value $347,745.

    13F-HR 0001172661-26-000230 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 638 shares
    Change vs previous 13F -81 shares

    0.02% of the 13F portfolio, value $285,333.

    13F-HR 0001172661-25-004325 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 719 shares
    Change vs previous 13F -76 shares

    0.03% of the 13F portfolio, value $390,712.

    13F-HR 0001172661-25-002847 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 795 shares
    Change vs previous 13F +16 shares

    0.04% of the 13F portfolio, value $393,740.

    13F-HR 0001172661-25-001646 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 779 shares
    Change vs previous 13F -485 shares

    0.04% of the 13F portfolio, value $406,607.

    13F-HR 0001172661-25-000335 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 1,264 shares
    Change vs previous 13F +367 shares

    0.06% of the 13F portfolio, value $620,965.

    13F-HR 0001172661-24-004415 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F/A 897 shares
    Change vs previous 13F +41 shares

    0.04% of the 13F portfolio, value $399,030.

    13F-HR/A 0001085146-24-003037 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 856 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $328,208.

    13F-HR 0001085146-24-001782 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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