Skip to content
Disclosery

Spahn Wealth & Retirement LLC: ISRG position timeline

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

Spahn Wealth & Retirement LLC held 0 ISRG shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -9,574 shares

    13F-HR 0001949033-25-000003 filed by Spahn Wealth & Retirement 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.

  2. period ended2025-06-30
    13F 9,574 shares
    Change vs previous 13F -156 shares

    3.35% of the 13F portfolio, value $5,202,607.

    13F-HR 0001949033-25-000004 filed by Spahn Wealth & Retirement LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 9,730 shares
    Change vs previous 13F +1,410 shares

    3.54% of the 13F portfolio, value $4,818,977.

    13F-HR 0001949033-25-000005 filed by Spahn Wealth & Retirement LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 8,320 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $4,342,707.

    13F-HR 0001949033-25-000001 filed by Spahn Wealth & Retirement LLC
    Filed (acceptance time not in the bulk data set), ingested

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