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Kestra Advisory Services, LLC: ISRG position timeline

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

Kestra Advisory Services, LLC held 75,979 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,979 shares
    Change vs previous 13F +570 shares

    0.07% of the 13F portfolio, value $30,215,351.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 51,169 shares
    • Kestra Advisory Services, LLC: 24,199 shares
    • Kestra Investment Management, LLC: 611 shares

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

  2. period ended2026-03-31
    13F 75,409 shares
    Change vs previous 13F +804 shares

    0.09% of the 13F portfolio, value $34,762,763.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 51,002 shares
    • Kestra Advisory Services, LLC: 23,564 shares
    • Kestra Investment Management, LLC: 843 shares

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

  3. period ended2025-12-31
    13F 74,605 shares
    Change vs previous 13F +4,057 shares

    0.12% of the 13F portfolio, value $42,253,038.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 50,439 shares
    • Kestra Advisory Services, LLC: 23,003 shares
    • Kestra Investment Management, LLC: 1,163 shares

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

  4. period ended2025-09-30
    13F 70,548 shares
    Change vs previous 13F +2,097 shares

    0.09% of the 13F portfolio, value $31,551,092.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 49,794 shares
    • Kestra Advisory Services, LLC: 19,261 shares
    • Kestra Investment Management, LLC: 1,493 shares

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

  5. period ended2025-06-30
    13F/A 68,451 shares
    Change vs previous 13F +6,267 shares

    0.12% of the 13F portfolio, value $37,196,957.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 49,179 shares
    • Kestra Advisory Services, LLC: 17,966 shares
    • Kestra Investment Management, LLC: 1,306 shares

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

  6. period ended2025-03-31
    13F/A 62,184 shares
    Change vs previous 13F +575 shares

    0.1% of the 13F portfolio, value $30,797,870.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 46,766 shares
    • Kestra Advisory Services, LLC: 14,211 shares
    • Kestra Investment Management, LLC: 1,207 shares

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

  7. period ended2024-12-31
    13F 61,609 shares
    Change vs previous 13F +4,372 shares

    0.12% of the 13F portfolio, value $32,157,434.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 45,518 shares
    • Kestra Advisory Services, LLC: 15,635 shares
    • Kestra Investment Management, LLC: 456 shares

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

  8. period ended2024-09-30
    13F 57,237 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $28,118,821.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 41,709 shares
    • Kestra Advisory Services, LLC: 14,755 shares
    • Kestra Investment Management, LLC: 773 shares

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