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Disclosery

IMA Advisory Services, Inc.: ISRG position timeline

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

IMA Advisory Services, Inc. held 5,458 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,458 shares
    Change vs previous 13F +129 shares

    0.14% of the 13F portfolio, value $2,170,537.

    13F-HR 0001455495-26-000008 filed by IMA Advisory Services, 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 5,329 shares
    Change vs previous 13F -24 shares

    0.24% of the 13F portfolio, value $2,456,615.

    13F-HR 0001455495-26-000006 filed by IMA Advisory Services, 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 5,353 shares
    Change vs previous 13F -9 shares

    0.29% of the 13F portfolio, value $3,031,725.

    13F-HR 0001455495-26-000004 filed by IMA Advisory Services, 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 5,362 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $2,398,047.

    13F-HR 0001455495-25-000010 filed by IMA Advisory Services, 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 5,362 shares
    Change vs previous 13F +164 shares

    0.31% of the 13F portfolio, value $2,913,764.

    13F-HR 0001455495-25-000008 filed by IMA Advisory Services, 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 5,198 shares
    Change vs previous 13F -406 shares

    0.31% of the 13F portfolio, value $2,574,413.

    13F-HR 0001455495-25-000004 filed by IMA Advisory Services, 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 5,604 shares
    Change vs previous 13F -82 shares

    0.35% of the 13F portfolio, value $2,925,064.

    13F-HR 0001085146-25-001502 filed by IMA Advisory Services, 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 5,686 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,793,361.

    13F-HR 0001455495-24-000007 filed by IMA Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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