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Valeo Financial Advisors, LLC: ISRG position timeline

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

Valeo Financial Advisors, LLC held 2,499 ISRG shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,499 shares
    Change vs previous 13F -75 shares

    0.02% of the 13F portfolio, value $1,016,105.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,574 shares
    Change vs previous 13F -839 shares

    0.02% of the 13F portfolio, value $1,023,628.

    13F-HR 0001722641-26-000004 filed by Valeo Financial 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 ended2026-03-31
    13F 3,413 shares
    Change vs previous 13F -1,528 shares

    0.04% of the 13F portfolio, value $1,573,281.

    13F-HR 0001722641-26-000003 filed by Valeo Financial 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 ended2025-12-31
    13F 4,941 shares
    Change vs previous 13F +21 shares

    0.06% of the 13F portfolio, value $2,798,385.

    13F-HR 0001722641-26-000001 filed by Valeo Financial 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 ended2025-09-30
    13F 4,920 shares
    Change vs previous 13F +368 shares

    0.05% of the 13F portfolio, value $2,200,269.

    13F-HR 0001722641-25-000007 filed by Valeo Financial 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 ended2025-06-30
    13F/A 4,552 shares
    Change vs previous 13F +302 shares

    0.06% of the 13F portfolio, value $2,473,478.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial 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 ended2025-03-31
    13F 4,250 shares
    Change vs previous 13F +57 shares

    0.06% of the 13F portfolio, value $2,104,695.

    13F-HR 0001722641-25-000002 filed by Valeo Financial 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 ended2024-12-31
    13F 4,193 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,188,459.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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