Elite Wealth Management, Inc.: ISRG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elite Wealth Management, Inc. on ISRG, newest first. How the timeline and the estimate are built.
Elite Wealth Management, Inc. held 532 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 532 sharesChange vs previous 13F -64 shares
0.06% of the 13F portfolio, value $211,566.
13F-HR 0001622757-26-000004 filed by Elite Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 596 sharesChange vs previous 13F -15,589 shares
0.09% of the 13F portfolio, value $274,750.
13F-HR 0001622757-26-000003 filed by Elite Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 16,185 sharesChange vs previous 13F -944 shares
2.5% of the 13F portfolio, value $9,166,537.
13F-HR 0001622757-26-000002 filed by Elite Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 17,129 sharesChange vs previous 13F +8,923 shares
1.98% of the 13F portfolio, value $7,660,603.
13F-HR 0001622757-25-000008 filed by Elite Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,206 sharesChange vs previous 13F -9,908 shares
1.47% of the 13F portfolio, value $4,459,222.
13F-HR 0001622757-25-000004 filed by Elite Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 18,114 sharesChange vs previous 13F -4,990 shares
2.58% of the 13F portfolio, value $8,971,321.
13F-HR 0001622757-25-000003 filed by Elite Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 23,104 sharesChange vs previous 13F -831 shares
2.82% of the 13F portfolio, value $12,059,364.
13F-HR 0001622757-25-000002 filed by Elite Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 23,935 sharesChange vs previous 13F not available
2.7% of the 13F portfolio, value $11,758,547.
13F-HR 0001622757-24-000006 filed by Elite Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).