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PFG Advisors: ISRG position timeline

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

PFG Advisors held 6,640 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 6,640 shares
    Change vs previous 13F +362 shares

    0.13% of the 13F portfolio, value $2,640,595.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 6,278 shares
    Change vs previous 13F +199 shares

    0.14% of the 13F portfolio, value $2,894,095.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 6,079 shares
    Change vs previous 13F -3,996 shares

    0.17% of the 13F portfolio, value $3,442,902.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 10,075 shares
    Change vs previous 13F +1,093 shares

    0.18% of the 13F portfolio, value $4,505,842.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 8,982 shares
    Change vs previous 13F +1,312 shares

    0.23% of the 13F portfolio, value $4,880,909.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 7,670 shares
    Change vs previous 13F +1,833 shares

    0.21% of the 13F portfolio, value $3,798,721.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    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 5,837 shares
    Change vs previous 13F +49 shares

    0.19% of the 13F portfolio, value $3,046,680.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 5,788 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,843,471.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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