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Dynamic Advisor Solutions LLC: ISRG position timeline

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

Dynamic Advisor Solutions LLC held 10,376 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,376 shares
    Change vs previous 13F -223 shares

    0.12% of the 13F portfolio, value $4,126,380.

    13F-HR 0001599747-26-000004 filed by Dynamic Advisor Solutions 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 10,599 shares
    Change vs previous 13F +3,257 shares

    0.15% of the 13F portfolio, value $4,885,848.

    13F-HR 0001599747-26-000002 filed by Dynamic Advisor Solutions 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 7,342 shares
    Change vs previous 13F -4,153 shares

    0.13% of the 13F portfolio, value $4,158,138.

    13F-HR 0001599747-26-000001 filed by Dynamic Advisor Solutions 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 11,495 shares
    Change vs previous 13F +611 shares

    0.15% of the 13F portfolio, value $5,141,074.

    13F-HR 0001085146-25-005875 filed by Dynamic Advisor Solutions 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 10,884 shares
    Change vs previous 13F +295 shares

    0.18% of the 13F portfolio, value $5,914,203.

    13F-HR 0001085146-25-003617 filed by Dynamic Advisor Solutions LLC
    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 10,589 shares
    Change vs previous 13F +81 shares

    0.17% of the 13F portfolio, value $5,244,166.

    13F-HR 0001085146-25-002128 filed by Dynamic Advisor Solutions LLC
    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 10,508 shares
    Change vs previous 13F -51 shares

    0.24% of the 13F portfolio, value $5,484,495.

    13F-HR 0001085146-25-000374 filed by Dynamic Advisor Solutions LLC
    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 10,559 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,187,074.

    13F-HR 0001085146-24-004675 filed by Dynamic Advisor Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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