HBK Sorce Advisory LLC: ISRG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HBK Sorce Advisory LLC on ISRG, newest first. How the timeline and the estimate are built.
HBK Sorce Advisory LLC held 4,108 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 4,108 sharesChange vs previous 13F +92 shares
0.03% of the 13F portfolio, value $1,541,322.
13F-HR 0001379995-26-000004 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,016 sharesChange vs previous 13F +49 shares
0.04% of the 13F portfolio, value $1,807,441.
13F-HR 0001379995-26-000003 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,967 sharesChange vs previous 13F +219 shares
0.04% of the 13F portfolio, value $1,936,491.
13F-HR 0001379995-26-000002 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 3,748 sharesChange vs previous 13F -106 shares
0.04% of the 13F portfolio, value $1,632,666.
13F-HR/A 0001379995-25-000010 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,854 sharesChange vs previous 13F +101 shares
0.06% of the 13F portfolio, value $2,094,303.
13F-HR 0001379995-25-000006 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,753 sharesChange vs previous 13F -83 shares
0.05% of the 13F portfolio, value $1,858,749.
13F-HR 0001379995-25-000004 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,836 sharesChange vs previous 13F +63 shares
0.06% of the 13F portfolio, value $2,002,239.
13F-HR 0001379995-25-000002 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,773 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $1,853,562.
13F-HR 0001379995-24-000007 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).