NEW WAVE WEALTH ADVISORS LLC: ISRG position timeline

NEW WAVE WEALTH ADVISORS LLC held 0 ISRG shares at 2025-09-30 per its 13F-HR/A filed 2025-10-30.

the latest 13F is the newest step

1. period ended2025-09-30

   13F/A 0 shares

   Change vs previous 13F -370 shares

   13F-HR/A 0002035324-25-000011 filed by NEW WAVE WEALTH ADVISORS LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 370 shares

   Change vs previous 13F +370 shares

   0.09% of the 13F portfolio, value $201,062.

   13F-HR 0002035324-25-000005 filed by NEW WAVE WEALTH ADVISORS LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -478 shares

   13F-HR 0002035324-25-000004 filed by NEW WAVE WEALTH ADVISORS LLC
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-12-31

   13F 478 shares

   Change vs previous 13F -83 shares

   0.1% of the 13F portfolio, value $249,497.

   13F-HR 0002035324-25-000001 filed by NEW WAVE WEALTH ADVISORS LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 561 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $275,602.

   13F-HR 0002035324-24-000004 filed by NEW WAVE WEALTH ADVISORS LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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