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IFP Advisors, Inc: ISRG position timeline

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

IFP Advisors, Inc held 12,751 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,751 shares
    Change vs previous 13F +1,498 shares

    0.09% of the 13F portfolio, value $5,070,818.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 11,253 shares
    Change vs previous 13F +8,168 shares

    0.11% of the 13F portfolio, value $5,187,520.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 3,085 shares
    Change vs previous 13F -189 shares

    0.04% of the 13F portfolio, value $1,747,221.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F/A 3,274 shares
    Change vs previous 13F -65 shares

    0.04% of the 13F portfolio, value $1,464,231.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 3,339 shares
    Change vs previous 13F -2,319 shares

    0.05% of the 13F portfolio, value $1,852,085.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 5,658 shares
    Change vs previous 13F +3,484 shares

    0.09% of the 13F portfolio, value $2,801,833.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 2,174 shares
    Change vs previous 13F +13 shares

    0.04% of the 13F portfolio, value $1,134,323.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,161 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,061,797.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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