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Disclosery

Sweet Financial Partners, LLC: ISRG position timeline

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

Sweet Financial Partners, LLC held 511 ISRG shares at 2024-09-30 per its 13F-HR filed 2024-10-16.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 511 shares
    Change vs previous 13F +5 shares

    0.05% of the 13F portfolio, value $251,039.

    13F-HR 0001908936-24-000005 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 506 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $225,094.

    13F-HR 0001908936-24-000003 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 506 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $201,940.

    13F-HR 0001908936-24-000002 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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