Skip to content
Disclosery

LifeWealth Investments, LLC: ISRG position timeline

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

LifeWealth Investments, LLC held 634 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 634 shares
    Change vs previous 13F +7 shares

    0.07% of the 13F portfolio, value $252,129.

    13F-HR 0002033794-26-000006 filed by LifeWealth Investments, LLC
    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 627 shares
    Change vs previous 13F +186 shares

    0.09% of the 13F portfolio, value $289,041.

    13F-HR 0002033794-26-000005 filed by LifeWealth Investments, LLC
    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 441 shares
    Change vs previous 13F -55 shares

    0.08% of the 13F portfolio, value $249,765.

    13F-HR 0002033794-26-000001 filed by LifeWealth Investments, LLC
    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 496 shares
    Change vs previous 13F +65 shares

    0.07% of the 13F portfolio, value $221,826.

    13F-HR/A 0002033794-26-000004 filed by LifeWealth Investments, LLC
    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/A 431 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $234,210.

    13F-HR/A 0002033794-26-000003 filed by LifeWealth Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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