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Disclosery

J.W. COLE ADVISORS, INC.: ISRG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.W. COLE ADVISORS, INC. on ISRG, newest first. How the timeline and the estimate are built.

J.W. COLE ADVISORS, INC. held 19,202 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,202 shares
    Change vs previous 13F +13 shares

    0.13% of the 13F portfolio, value $7,636,323.

    13F-HR 0001404763-26-000005 filed by J.W. COLE 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 19,189 shares
    Change vs previous 13F -794 shares

    0.3% of the 13F portfolio, value $8,846,020.

    13F-HR 0001404763-26-000003 filed by J.W. COLE 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 19,983 shares
    Change vs previous 13F -1,627 shares

    0.26% of the 13F portfolio, value $10,793,689.

    13F-HR 0001404763-26-000001 filed by J.W. COLE 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 21,610 shares
    Change vs previous 13F -492 shares

    0.18% of the 13F portfolio, value $9,664,640.

    13F-HR 0001404763-25-000002 filed by J.W. COLE 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 22,102 shares
    Change vs previous 13F +15,459 shares

    0.26% of the 13F portfolio, value $12,010,448.

    13F-HR 0001085146-25-004914 filed by J.W. COLE 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 6,643 shares
    Change vs previous 13F +2,935 shares

    0.1% of the 13F portfolio, value $3,290,079.

    13F-HR 0001376474-25-000429 filed by J.W. COLE 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 3,708 shares
    Change vs previous 13F +357 shares

    0.08% of the 13F portfolio, value $1,935,428.

    13F-HR 0001172661-25-000434 filed by J.W. COLE 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 3,351 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,646,246.

    13F-HR 0001172661-24-004355 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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