MONETA GROUP INVESTMENT ADVISORS LLC: ISRG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONETA GROUP INVESTMENT ADVISORS LLC on ISRG, newest first. How the timeline and the estimate are built.
MONETA GROUP INVESTMENT ADVISORS LLC held 2,093 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 2,093 sharesChange vs previous 13F -24 shares
0.01% of the 13F portfolio, value $832,344.
13F-HR 0001120927-26-000008 filed by MONETA GROUP INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,117 sharesChange vs previous 13F -175 shares
0.01% of the 13F portfolio, value $975,916.
13F-HR 0001120927-26-000006 filed by MONETA GROUP INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,292 sharesChange vs previous 13F +356 shares
0.01% of the 13F portfolio, value $1,298,097.
13F-HR 0001120927-26-000001 filed by MONETA GROUP INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,936 sharesChange vs previous 13F +508 shares
0.01% of the 13F portfolio, value $865,837.
13F-HR 0001120927-25-000008 filed by MONETA GROUP INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,428 sharesChange vs previous 13F -15 shares
0.01% of the 13F portfolio, value $775,989.
13F-HR 0001120927-25-000004 filed by MONETA GROUP INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,443 sharesChange vs previous 13F -314 shares
0.01% of the 13F portfolio, value $714,675.
13F-HR 0001120927-25-000003 filed by MONETA GROUP INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,757 sharesChange vs previous 13F +1 shares
0.01% of the 13F portfolio, value $917,084.
13F-HR 0001120927-25-000002 filed by MONETA GROUP INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,756 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $862,670.
13F-HR 0001120927-24-000005 filed by MONETA GROUP INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).