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Disclosery

Fiduciary Alliance LLC: ISRG position timeline

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

Fiduciary Alliance LLC held 765 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 765 shares
    Change vs previous 13F -453 shares

    0.02% of the 13F portfolio, value $304,225.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 1,218 shares
    Change vs previous 13F +344 shares

    0.03% of the 13F portfolio, value $570,462.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 874 shares
    Change vs previous 13F -3,812 shares

    0.03% of the 13F portfolio, value $494,999.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 4,686 shares
    Change vs previous 13F -10,426 shares

    0.14% of the 13F portfolio, value $2,095,720.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 15,112 shares
    Change vs previous 13F +1,205 shares

    0.61% of the 13F portfolio, value $8,212,012.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 13,907 shares
    Change vs previous 13F +1,410 shares

    0.68% of the 13F portfolio, value $6,887,720.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 12,497 shares
    Change vs previous 13F +3,151 shares

    0.66% of the 13F portfolio, value $6,522,934.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance 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 9,346 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $4,591,409.

    13F-HR 0001954805-24-000006 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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