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B. Riley Wealth Advisors, Inc.: ISRG position timeline

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

B. Riley Wealth Advisors, Inc. held 7,875 ISRG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,875 shares
    Change vs previous 13F +1,754 shares

    0.13% of the 13F portfolio, value $3,202,362.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,121 shares
    Change vs previous 13F -96 shares

    0.14% of the 13F portfolio, value $2,485,096.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,217 shares
    Change vs previous 13F -764 shares

    0.18% of the 13F portfolio, value $2,815,070.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,981 shares
    Change vs previous 13F +485 shares

    0.19% of the 13F portfolio, value $3,953,935.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,496 shares
    Change vs previous 13F +150 shares

    0.14% of the 13F portfolio, value $2,905,346.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,346 shares
    Change vs previous 13F -1,899 shares

    0.17% of the 13F portfolio, value $3,448,644.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,245 shares
    Change vs previous 13F +4,980 shares

    0.12% of the 13F portfolio, value $4,083,670.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,265 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,704,199.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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