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Cetera Investment Advisers: ISRG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cetera Investment Advisers on ISRG, newest first. How the timeline and the estimate are built.

Cetera Investment Advisers held 115,349 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,349 shares
    Change vs previous 13F -5,279 shares

    0.04% of the 13F portfolio, value $45,871,678.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 120,628 shares
    Change vs previous 13F +3,236 shares

    0.06% of the 13F portfolio, value $55,608,078.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 117,392 shares
    Change vs previous 13F +9,628 shares

    0.07% of the 13F portfolio, value $66,485,875.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 107,764 shares
    Change vs previous 13F +33,266 shares

    0.06% of the 13F portfolio, value $48,195,614.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 74,498 shares
    Change vs previous 13F -2,804 shares

    0.07% of the 13F portfolio, value $40,482,586.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 77,302 shares
    Change vs previous 13F +10,100 shares

    0.07% of the 13F portfolio, value $38,285,031.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 67,202 shares
    Change vs previous 13F +3,440 shares

    0.07% of the 13F portfolio, value $35,076,929.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 63,762 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $31,324,521.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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