HOWARD FINANCIAL SERVICES, LTD.: ISRG position timeline

HOWARD FINANCIAL SERVICES, LTD. held 904 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 904 shares

   Change vs previous 13F -218 shares

   0.04% of the 13F portfolio, value $359,503.

   13F-HR 0001768130-26-000003 filed by HOWARD FINANCIAL SERVICES, LTD.
   Filed 2026-07-07 (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 1,122 shares

   Change vs previous 13F +149 shares

   0.06% of the 13F portfolio, value $517,231.

   13F-HR 0001768130-26-000002 filed by HOWARD FINANCIAL SERVICES, LTD.
   Filed 2026-04-07 (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 973 shares

   Change vs previous 13F +155 shares

   0.06% of the 13F portfolio, value $551,068.

   13F-HR 0001768130-26-000001 filed by HOWARD FINANCIAL SERVICES, LTD.
   Filed 2026-01-12 (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 818 shares

   Change vs previous 13F -65 shares

   0.04% of the 13F portfolio, value $365,834.

   13F-HR 0001768130-25-000006 filed by HOWARD FINANCIAL SERVICES, LTD.
   Filed 2025-10-23 (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 883 shares

   Change vs previous 13F +13 shares

   0.06% of the 13F portfolio, value $479,831.

   13F-HR 0001768130-25-000004 filed by HOWARD FINANCIAL SERVICES, LTD.
   Filed 2025-07-02 (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 870 shares

   Change vs previous 13F +33 shares

   0.06% of the 13F portfolio, value $430,885.

   13F-HR 0001768130-25-000002 filed by HOWARD FINANCIAL SERVICES, LTD.
   Filed 2025-04-07 (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 837 shares

   Change vs previous 13F +32 shares

   0.06% of the 13F portfolio, value $436,881.

   13F-HR 0001768130-25-000001 filed by HOWARD FINANCIAL SERVICES, LTD.
   Filed 2025-01-15 (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 805 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $395,472.

   13F-HR 0001768130-24-000008 filed by HOWARD FINANCIAL SERVICES, LTD.
   Filed 2024-10-08 (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).