Fortune Financial Advisors, LLC: ISRG position timeline

Fortune Financial Advisors, LLC held 1,586 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,586 shares

   Change vs previous 13F +631 shares

   0.27% of the 13F portfolio, value $630,720.

   13F-HR 0001961828-26-000008 filed by Fortune Financial Advisors, LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 955 shares

   Change vs previous 13F +17 shares

   0.22% of the 13F portfolio, value $440,245.

   13F-HR 0001961828-26-000004 filed by Fortune Financial Advisors, LLC
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 938 shares

   Change vs previous 13F -18 shares

   0.36% of the 13F portfolio, value $531,246.

   13F-HR 0001961828-26-000002 filed by Fortune Financial Advisors, LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 956 shares

   Change vs previous 13F +100 shares

   0.32% of the 13F portfolio, value $427,552.

   13F-HR 0001961828-25-000005 filed by Fortune Financial Advisors, LLC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 856 shares

   Change vs previous 13F +133 shares

   0.37% of the 13F portfolio, value $465,159.

   13F-HR 0001085146-25-003876 filed by Fortune Financial Advisors, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 723 shares

   Change vs previous 13F +5 shares

   0.31% of the 13F portfolio, value $358,080.

   13F-HR 0001085146-25-002423 filed by Fortune Financial Advisors, LLC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 718 shares

   Change vs previous 13F 0 shares

   0.34% of the 13F portfolio, value $374,767.

   13F-HR 0001085146-25-000439 filed by Fortune Financial Advisors, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 718 shares

   Change vs previous 13F not available

   0.32% of the 13F portfolio, value $352,732.

   13F-HR 0001085146-24-005118 filed by Fortune Financial Advisors, LLC
   Filed 2024-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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