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Sheaff Brock Investment Advisors, LLC: ISRG position timeline

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

Sheaff Brock Investment Advisors, LLC held 12,022 ISRG shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 12,022 shares
    Change vs previous 13F +12 shares

    0.55% of the 13F portfolio, value $5,954,136.

    13F-HR 0001666789-25-000004 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 12,010 shares
    Change vs previous 13F -20 shares

    0.55% of the 13F portfolio, value $6,268,740.

    13F-HR 0001666789-25-000001 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 12,030 shares
    Change vs previous 13F +12,030 shares

    0.52% of the 13F portfolio, value $5,909,979.

    13F-HR 0001666789-24-000007 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -2,265 shares

    13F-HR 0001666789-24-000004 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-03-31
    13F 2,265 shares
    Change vs previous 13F +39 shares

    0.07% of the 13F portfolio, value $903,939.

    13F-HR 0001666789-24-000003 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 2,226 shares
    Change vs previous 13F +29 shares

    0.07% of the 13F portfolio, value $750,964.

    13F-HR 0001666789-24-000001 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 2,197 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $642,162.

    13F-HR 0001666789-23-000004 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 2,197 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $751,243.

    13F-HR 0001666789-23-000003 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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