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Disclosery

Transform Wealth, LLC: ISRG position timeline

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

Transform Wealth, LLC held 6,900 ISRG shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 6,900 shares
    Change vs previous 13F -1,305 shares

    0.21% of the 13F portfolio, value $3,417,363.

    13F-HR 0001085146-25-002109 filed by Transform Wealth, 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 8,205 shares
    Change vs previous 13F +3,199 shares

    0.24% of the 13F portfolio, value $4,282,682.

    13F-HR 0001085146-25-000306 filed by Transform Wealth, 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 5,006 shares
    Change vs previous 13F -105 shares

    0.16% of the 13F portfolio, value $2,459,298.

    13F-HR 0001085146-24-004926 filed by Transform Wealth, 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 5,111 shares
    Change vs previous 13F -47 shares

    0.17% of the 13F portfolio, value $2,273,629.

    13F-HR 0001085146-24-002961 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 5,158 shares
    Change vs previous 13F -5,566 shares

    0.2% of the 13F portfolio, value $2,058,507.

    13F-HR 0001085146-24-001836 filed by Transform Wealth, 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/A 10,724 shares
    Change vs previous 13F -1,598 shares

    0.35% of the 13F portfolio, value $3,617,849.

    13F-HR/A 0001085146-24-001543 filed by Transform Wealth, 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 12,322 shares
    Change vs previous 13F -11,825 shares

    0.38% of the 13F portfolio, value $3,601,598.

    13F-HR 0001085146-23-003682 filed by Transform Wealth, 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 24,147 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $8,256,826.

    13F-HR 0001085146-23-002680 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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