Crewe Advisors LLC: ISRG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crewe Advisors LLC on ISRG, newest first. How the timeline and the estimate are built.
Crewe Advisors LLC held 281 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 281 sharesChange vs previous 13F +31 shares
0.01% of the 13F portfolio, value $111,749.
13F-HR 0001730033-26-000003 filed by Crewe Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 250 sharesChange vs previous 13F +18 shares
0.01% of the 13F portfolio, value $115,248.
13F-HR 0001730033-26-000002 filed by Crewe Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 232 sharesChange vs previous 13F +11 shares
0.01% of the 13F portfolio, value $131,409.
13F-HR 0001730033-26-000001 filed by Crewe Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 221 sharesChange vs previous 13F +2 shares
0.01% of the 13F portfolio, value $98,966.
13F-HR 0001730033-25-000006 filed by Crewe Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 219 sharesChange vs previous 13F +2 shares
0.02% of the 13F portfolio, value $119,096.
13F-HR 0001730033-25-000004 filed by Crewe Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 217 sharesChange vs previous 13F -4 shares
0.02% of the 13F portfolio, value $107,474.
13F-HR 0001730033-25-000002 filed by Crewe Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 221 sharesChange vs previous 13F -150 shares
0.02% of the 13F portfolio, value $115,354.
13F-HR 0001730033-25-000001 filed by Crewe Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 371 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $182,262.
13F-HR 0001730033-24-000005 filed by Crewe Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).