Ascentis Wealth Management, LLC: ISRG position timeline

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

Ascentis Wealth Management, LLC held 246 ISRG shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

period ended2026-06-30
13F/A 246 shares
Change vs previous 13F -3,198 shares
0.01% of the 13F portfolio, value $97,818.
13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Ascentis Independent Advisors: 0 shares
- Ascentis Wealth Management, LLC: 246 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,444 shares
Change vs previous 13F +959 shares
0.09% of the 13F portfolio, value $1,587,638.
13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Ascentis Independent Advisors: 2,925 shares
- Ascentis Wealth Management, LLC: 519 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 2,485 shares
Change vs previous 13F +973 shares
0.13% of the 13F portfolio, value $1,407,381.
13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Ascentis Independent Advisors: 1,824 shares
- Ascentis Wealth Management, LLC: 661 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,512 shares
Change vs previous 13F +234 shares
0.06% of the 13F portfolio, value $676,209.
13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Ascentis Independent Advisors: 1,462 shares
- Ascentis Wealth Management, LLC: 50 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,278 shares
Change vs previous 13F +59 shares
0.07% of the 13F portfolio, value $694,442.
13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Ascentis Independent Advisors: 1,263 shares
- Ascentis Wealth Management, LLC: 15 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,219 shares
Change vs previous 13F -26 shares
0.07% of the 13F portfolio, value $603,734.
13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Ascentis Independent Advisors: 1,209 shares
- Ascentis Wealth Management, LLC: 10 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,245 shares
Change vs previous 13F -184 shares
0.08% of the 13F portfolio, value $649,839.
13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Ascentis Independent Advisors: 1,055 shares
- Ascentis Wealth Management, LLC: 190 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 1,429 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $701,994.
13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Ascentis Independent Advisors: 1,297 shares
- Ascentis Wealth Management, LLC: 132 shares
Acceptance time not in the bulk data set (spec §4.2).