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Disclosery

Steward Partners Investment Advisory, LLC: ISRG position timeline

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

Steward Partners Investment Advisory, LLC held 27,466 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,466 shares
    Change vs previous 13F -3,193 shares

    0.06% of the 13F portfolio, value $10,922,692.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 30,659 shares
    Change vs previous 13F +12,832 shares

    0.07% of the 13F portfolio, value $14,133,492.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 17,827 shares
    Change vs previous 13F +1,655 shares

    0.06% of the 13F portfolio, value $10,096,500.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 16,172 shares
    Change vs previous 13F -843 shares

    0.04% of the 13F portfolio, value $7,232,604.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 17,015 shares
    Change vs previous 13F -72 shares

    0.07% of the 13F portfolio, value $9,246,121.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 17,087 shares
    Change vs previous 13F +2,562 shares

    0.07% of the 13F portfolio, value $8,462,679.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 14,525 shares
    Change vs previous 13F +2,182 shares

    0.07% of the 13F portfolio, value $7,581,469.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 12,343 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,063,746.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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