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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

  1. period ended2026-06-30
    13F 532 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 596 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 16,185 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 17,129 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 8,206 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 18,114 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 23,104 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 23,935 shares
    Change 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), ingested

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