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Disclosery

Avid Wealth Partners LLC: ISRG position timeline

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

Avid Wealth Partners LLC held 1,007 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,007 shares
    Change vs previous 13F -16 shares

    0.19% of the 13F portfolio, value $400,464.

    13F-HR 0001992344-26-000007 filed by Avid 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 1,023 shares
    Change vs previous 13F +207 shares

    0.22% of the 13F portfolio, value $471,593.

    13F-HR 0001992344-26-000005 filed by Avid 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 816 shares
    Change vs previous 13F +70 shares

    0.23% of the 13F portfolio, value $462,150.

    13F-HR 0001992344-26-000003 filed by Avid 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 746 shares
    Change vs previous 13F -50 shares

    0.17% of the 13F portfolio, value $333,634.

    13F-HR 0001992344-25-000009 filed by Avid 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 796 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $432,554.

    13F-HR 0001992344-25-000005 filed by Avid Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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