Skip to content
Disclosery

GoalVest Advisory LLC: ISRG position timeline

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

GoalVest Advisory LLC held 134 ISRG shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 134 shares
    Change vs previous 13F +21 shares

    0.01% of the 13F portfolio, value $54,488.

    13F-HR 0001839307-26-000016 filed by GoalVest Advisory LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 113 shares
    Change vs previous 13F -70 shares

    0.01% of the 13F portfolio, value $44,938.

    13F-HR 0001839307-26-000011 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 183 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $84,361.

    13F-HR 0001839307-26-000002 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 183 shares
    Change vs previous 13F +59 shares

    0.02% of the 13F portfolio, value $103,644.

    13F-HR 0001839307-26-000001 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 124 shares
    Change vs previous 13F -3,040 shares

    0.01% of the 13F portfolio, value $55,457.

    13F-HR 0001839307-25-000008 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,164 shares
    Change vs previous 13F +201 shares

    0.43% of the 13F portfolio, value $1,719,349.

    13F-HR 0001839307-25-000003 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,963 shares
    Change vs previous 13F +2,840 shares

    0.4% of the 13F portfolio, value $1,467,485.

    13F-HR 0001839307-25-000002 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 123 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $64,201.

    13F-HR 0001839307-25-000001 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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