Vivid Wealth Management, LLC: ISRG position timeline

Vivid Wealth Management, LLC held 0 ISRG shares at 2025-09-30 per its 13F-HR filed 2025-10-27.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -4,841 shares

   13F-HR 0002085853-25-000175 filed by Vivid Wealth Management, LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   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 4,841 shares

   Change vs previous 13F -88 shares

   1.16% of the 13F portfolio, value $2,630,648.

   13F-HR 0001667731-25-000941 filed by Vivid Wealth Management, LLC
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 4,929 shares

   Change vs previous 13F +50 shares

   1.22% of the 13F portfolio, value $2,441,186.

   13F-HR 0001667731-25-000451 filed by Vivid Wealth Management, LLC
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 4,879 shares

   Change vs previous 13F -247 shares

   1.29% of the 13F portfolio, value $2,546,643.

   13F-HR 0001667731-25-000190 filed by Vivid Wealth Management, LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 5,126 shares

   Change vs previous 13F not available

   1.32% of the 13F portfolio, value $2,518,250.

   13F-HR 0002007281-24-000005 filed by Vivid Wealth Management, LLC
   Filed 2024-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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