Wambolt & Associates, LLC: ISRG position timeline

Wambolt & Associates, LLC held 600 ISRG shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 600 shares

   Change vs previous 13F -52 shares

   0.11% of the 13F portfolio, value $322,794.

   13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
   Filed 2025-08-13 (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).

2. period ended2025-03-31

   13F 652 shares

   Change vs previous 13F -94 shares

   0.11% of the 13F portfolio, value $323,627.

   13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
   Filed 2025-05-12 (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).

3. period ended2024-12-31

   13F 746 shares

   Change vs previous 13F +4 shares

   0.12% of the 13F portfolio, value $389,382.

   13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
   Filed 2025-02-12 (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).

4. period ended2024-09-30

   13F 742 shares

   Change vs previous 13F -245 shares

   0.1% of the 13F portfolio, value $359,692.

   13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
   Filed 2024-11-12 (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).

5. period ended2024-06-30

   13F 987 shares

   Change vs previous 13F -90 shares

   0.13% of the 13F portfolio, value $430,569.

   13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
   Filed 2024-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

6. period ended2024-03-31

   13F 1,077 shares

   Change vs previous 13F -533 shares

   0.13% of the 13F portfolio, value $425,275.

   13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
   Filed 2024-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

7. period ended2023-12-31

   13F 1,610 shares

   Change vs previous 13F -663 shares

   0.18% of the 13F portfolio, value $543,150.

   13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
   Filed 2024-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

8. period ended2023-09-30

   13F 2,273 shares

   Change vs previous 13F not available

   0.24% of the 13F portfolio, value $670,490.

   13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
   Filed 2023-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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