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GM Advisory Group, LLC: ISRG position timeline

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

GM Advisory Group, LLC held 3,842 ISRG shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 3,842 shares
    Change vs previous 13F +84 shares

    0.07% of the 13F portfolio, value $1,771,124.

    13F-HR 0001598304-26-000002 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 3,758 shares
    Change vs previous 13F +16 shares

    0.08% of the 13F portfolio, value $2,128,381.

    13F-HR 0001598304-26-000001 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 3,742 shares
    Change vs previous 13F -441 shares

    0.07% of the 13F portfolio, value $1,673,535.

    13F-HR 0001598304-25-000003 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 4,183 shares
    Change vs previous 13F +14 shares

    0.11% of the 13F portfolio, value $2,273,084.

    13F-HR 0001085146-25-004951 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 4,169 shares
    Change vs previous 13F -71 shares

    0.11% of the 13F portfolio, value $2,064,781.

    13F-HR 0001085146-25-003078 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 4,240 shares
    Change vs previous 13F -31 shares

    0.12% of the 13F portfolio, value $2,213,110.

    13F-HR 0001085146-25-000953 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 4,271 shares
    Change vs previous 13F +58 shares

    0.13% of the 13F portfolio, value $2,098,214.

    13F-HR 0001085146-24-005500 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 4,213 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,874,153.

    13F-HR 0001085146-24-003732 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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