Skip to content
Disclosery

RWA WEALTH PARTNERS, LLC: ISRG position timeline

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

RWA WEALTH PARTNERS, LLC held 8,768 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,768 shares
    Change vs previous 13F +1,198 shares

    0.03% of the 13F portfolio, value $3,486,950.

    13F-HR 0001544576-26-000005 filed by RWA WEALTH PARTNERS, LLC
    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 7,570 shares
    Change vs previous 13F -4,428 shares

    0.04% of the 13F portfolio, value $3,489,708.

    13F-HR 0001544576-26-000004 filed by RWA WEALTH PARTNERS, LLC
    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 11,998 shares
    Change vs previous 13F +389 shares

    0.07% of the 13F portfolio, value $6,795,205.

    13F-HR 0001544576-26-000001 filed by RWA WEALTH PARTNERS, LLC
    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 11,609 shares
    Change vs previous 13F +3,881 shares

    0.06% of the 13F portfolio, value $5,192,014.

    13F-HR 0001544576-25-000007 filed by RWA WEALTH PARTNERS, LLC
    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 7,728 shares
    Change vs previous 13F -190 shares

    0.05% of the 13F portfolio, value $4,199,619.

    13F-HR 0001544576-25-000005 filed by RWA WEALTH PARTNERS, LLC
    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 7,918 shares
    Change vs previous 13F +275 shares

    0.05% of the 13F portfolio, value $3,921,681.

    13F-HR 0001544576-25-000004 filed by RWA WEALTH PARTNERS, LLC
    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 7,643 shares
    Change vs previous 13F +21 shares

    0.05% of the 13F portfolio, value $3,989,481.

    13F-HR 0001544576-25-000001 filed by RWA WEALTH PARTNERS, LLC
    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 7,622 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,744,592.

    13F-HR 0001544576-24-000007 filed by RWA WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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