Avitas Wealth Management LLC: ISRG position timeline

Avitas Wealth Management LLC held 1,866 ISRG shares at 2024-12-31 per its 13F-HR filed 2025-01-27.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 1,866 shares

   Change vs previous 13F -43 shares

   0.13% of the 13F portfolio, value $973,977.

   13F-HR 0001734565-25-000001 filed by Avitas Wealth Management LLC
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

2. period ended2024-09-30

   13F 1,909 shares

   Change vs previous 13F -138 shares

   0.13% of the 13F portfolio, value $937,834.

   13F-HR 0001734565-24-000007 filed by Avitas Wealth Management LLC
   Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

3. period ended2024-06-30

   13F 2,047 shares

   Change vs previous 13F -124 shares

   0.13% of the 13F portfolio, value $910,608.

   13F-HR 0001734565-24-000004 filed by Avitas Wealth Management LLC
   Filed 2024-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

4. period ended2024-03-31

   13F 2,171 shares

   Change vs previous 13F -21 shares

   0.13% of the 13F portfolio, value $866,424.

   13F-HR 0001734565-24-000003 filed by Avitas Wealth Management LLC
   Filed 2024-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

5. period ended2023-12-31

   13F 2,192 shares

   Change vs previous 13F -10 shares

   0.12% of the 13F portfolio, value $739,493.

   13F-HR 0001734565-24-000001 filed by Avitas Wealth Management LLC
   Filed 2024-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

6. period ended2023-09-30

   13F 2,202 shares

   Change vs previous 13F -71 shares

   0.12% of the 13F portfolio, value $643,623.

   13F-HR 0001734565-23-000005 filed by Avitas Wealth Management LLC
   Filed 2023-11-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

7. period ended2023-06-30

   13F 2,273 shares

   Change vs previous 13F -29 shares

   0.14% of the 13F portfolio, value $777,230.

   13F-HR 0001734565-23-000004 filed by Avitas Wealth Management LLC
   Filed 2023-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

8. period ended2023-03-31

   13F 2,302 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $588,092.

   13F-HR 0001734565-23-000003 filed by Avitas Wealth Management LLC
   Filed 2023-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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