Private Wealth Advisors, LLC: ISRG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Wealth Advisors, LLC on ISRG, newest first. How the timeline and the estimate are built.
Private Wealth Advisors, LLC held 0 ISRG shares at 2026-03-31 per its 13F-HR filed 2026-05-13.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -411 shares
13F-HR 0001172661-26-001791 filed by Private Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 411 sharesChange vs previous 13F +411 shares
0.08% of the 13F portfolio, value $232,774.
13F-HR 0001172661-26-000510 filed by Private Wealth 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 0 sharesChange vs previous 13F -411 shares
13F-HR 0001172661-25-005231 filed by Private Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 411 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $223,342.
13F-HR 0001172661-25-003330 filed by Private Wealth 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 411 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $203,556.
13F-HR 0001172661-25-001651 filed by Private Wealth 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 411 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $214,526.
13F-HR 0001172661-25-000517 filed by Private Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).