SeaCrest Wealth Management, LLC: ISRG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SeaCrest Wealth Management, LLC on ISRG, newest first. How the timeline and the estimate are built.
SeaCrest Wealth Management, LLC held 668 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 668 sharesChange vs previous 13F -1,356 shares
0.03% of the 13F portfolio, value $265,650.
13F-HR 0001951757-26-000948 filed by SeaCrest Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,024 sharesChange vs previous 13F -193 shares
0.1% of the 13F portfolio, value $933,044.
13F-HR 0001951757-26-000599 filed by SeaCrest Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,217 sharesChange vs previous 13F +200 shares
0.13% of the 13F portfolio, value $1,313,063.
13F-HR 0001951757-26-000045 filed by SeaCrest Wealth Management, 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 2,017 sharesChange vs previous 13F -63 shares
0.1% of the 13F portfolio, value $903,798.
13F-HR 0001951757-25-001427 filed by SeaCrest Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,080 sharesChange vs previous 13F +61 shares
0.12% of the 13F portfolio, value $1,130,293.
13F-HR 0001951757-25-000618 filed by SeaCrest Wealth Management, 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 2,019 sharesChange vs previous 13F +37 shares
0.11% of the 13F portfolio, value $999,950.
13F-HR 0001951757-25-000325 filed by SeaCrest Wealth Management, 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 1,982 sharesChange vs previous 13F +42 shares
0.11% of the 13F portfolio, value $1,034,525.
13F-HR 0001951757-25-000021 filed by SeaCrest Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,940 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $953,064.
13F-HR 0001951757-24-001042 filed by SeaCrest Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).