Skip to content
Disclosery

SIERRA SUMMIT ADVISORS LLC: ISRG position timeline

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

SIERRA SUMMIT ADVISORS LLC held 13,151 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,151 shares
    Change vs previous 13F -11,544 shares

    0.58% of the 13F portfolio, value $5,229,890.

    13F-HR 0001104659-26-085002 filed by SIERRA SUMMIT 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 ended2026-03-31
    13F 24,695 shares
    Change vs previous 13F +244 shares

    1.65% of the 13F portfolio, value $11,384,149.

    13F-HR 0001104659-26-049351 filed by SIERRA SUMMIT 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 ended2025-12-31
    13F 24,451 shares
    Change vs previous 13F +148 shares

    2.12% of the 13F portfolio, value $13,848,069.

    13F-HR 0001104659-26-011348 filed by SIERRA SUMMIT 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 ended2025-09-30
    13F 24,303 shares
    Change vs previous 13F +1,300 shares

    1.66% of the 13F portfolio, value $10,869,031.

    13F-HR 0001104659-25-109951 filed by SIERRA SUMMIT ADVISORS 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 23,003 shares
    Change vs previous 13F +1,745 shares

    2.23% of the 13F portfolio, value $12,500,061.

    13F-HR 0001104659-25-076749 filed by SIERRA SUMMIT 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 ended2025-03-31
    13F 21,258 shares
    Change vs previous 13F -191 shares

    2.28% of the 13F portfolio, value $10,528,450.

    13F-HR 0001104659-25-047176 filed by SIERRA SUMMIT 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 ended2024-12-31
    13F 21,449 shares
    Change vs previous 13F -5 shares

    2.25% of the 13F portfolio, value $11,195,521.

    13F-HR 0001104659-25-012601 filed by SIERRA SUMMIT 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 ended2024-09-30
    13F 21,454 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $10,539,707.

    13F-HR 0001104659-24-117421 filed by SIERRA SUMMIT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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