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Disclosery

Independent Advisor Alliance: ISRG position timeline

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

Independent Advisor Alliance held 4,932 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,932 shares
    Change vs previous 13F -211 shares

    0.05% of the 13F portfolio, value $1,961,352.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 5,143 shares
    Change vs previous 13F -7,332 shares

    0.03% of the 13F portfolio, value $2,370,880.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 12,475 shares
    Change vs previous 13F -282 shares

    0.17% of the 13F portfolio, value $7,065,337.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 12,757 shares
    Change vs previous 13F -870 shares

    0.15% of the 13F portfolio, value $5,705,318.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 13,627 shares
    Change vs previous 13F +1,537 shares

    0.21% of the 13F portfolio, value $7,405,031.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 12,090 shares
    Change vs previous 13F +144 shares

    0.2% of the 13F portfolio, value $5,987,830.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 11,946 shares
    Change vs previous 13F +2,226 shares

    0.08% of the 13F portfolio, value $6,235,360.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 9,720 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,775,158.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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