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Disclosery

ELLERSON GROUP INC /ADV: ISRG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ELLERSON GROUP INC /ADV on ISRG, newest first. How the timeline and the estimate are built.

ELLERSON GROUP INC /ADV held 2,463 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,463 shares
    Change vs previous 13F +651 shares

    0.58% of the 13F portfolio, value $979,486.

    13F-HR 0000935570-26-000003 filed by ELLERSON GROUP INC /ADV
    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 1,812 shares
    Change vs previous 13F +202 shares

    0.55% of the 13F portfolio, value $835,314.

    13F-HR 0000935570-26-000002 filed by ELLERSON GROUP INC /ADV
    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 1,610 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $911,840.

    13F-HR 0000935570-26-000001 filed by ELLERSON GROUP INC /ADV
    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 1,610 shares
    Change vs previous 13F -40 shares

    0.45% of the 13F portfolio, value $720,040.

    13F-HR 0000935570-25-000006 filed by ELLERSON GROUP INC /ADV
    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/A 1,650 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $896,627.

    13F-HR/A 0000935570-25-000005 filed by ELLERSON GROUP INC /ADV
    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 1,650 shares
    Change vs previous 13F -60 shares

    0.65% of the 13F portfolio, value $817,196.

    13F-HR 0000935570-25-000002 filed by ELLERSON GROUP INC /ADV
    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 1,710 shares
    Change vs previous 13F -60 shares

    0.65% of the 13F portfolio, value $892,552.

    13F-HR 0000935570-25-000001 filed by ELLERSON GROUP INC /ADV
    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 1,770 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $869,548.

    13F-HR 0000935570-24-000004 filed by ELLERSON GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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