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Prospera Financial Services Inc: ISRG position timeline

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

Prospera Financial Services Inc held 5,264 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,264 shares
    Change vs previous 13F -776 shares

    0.03% of the 13F portfolio, value $2,093,270.

    13F-HR 0001541625-26-000003 filed by Prospera Financial Services Inc
    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 6,040 shares
    Change vs previous 13F -996 shares

    0.04% of the 13F portfolio, value $2,784,140.

    13F-HR 0001541625-26-000002 filed by Prospera Financial Services Inc
    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 7,036 shares
    Change vs previous 13F -27 shares

    0.07% of the 13F portfolio, value $3,984,956.

    13F-HR 0001541625-26-000001 filed by Prospera Financial Services Inc
    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 7,063 shares
    Change vs previous 13F -13,590 shares

    0.05% of the 13F portfolio, value $3,158,783.

    13F-HR 0001541625-25-000005 filed by Prospera Financial Services Inc
    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 20,653 shares
    Change vs previous 13F -1,028 shares

    0.21% of the 13F portfolio, value $11,223,535.

    13F-HR 0001085146-25-004598 filed by Prospera Financial Services Inc
    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 21,681 shares
    Change vs previous 13F +3,317 shares

    0.25% of the 13F portfolio, value $10,737,842.

    13F-HR 0001085146-25-003246 filed by Prospera Financial Services Inc
    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 18,364 shares
    Change vs previous 13F +1,126 shares

    0.22% of the 13F portfolio, value $9,584,595.

    13F-HR 0001085146-25-001240 filed by Prospera Financial Services Inc
    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 17,238 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $8,468,049.

    13F-HR 0001085146-24-005424 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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