Skip to content
Disclosery

Spire Wealth Management: ISRG position timeline

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

Spire Wealth Management held 10,474 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,474 shares
    Change vs previous 13F -3,547 shares

    0.13% of the 13F portfolio, value $4,166,119.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 14,021 shares
    Change vs previous 13F +868 shares

    0.22% of the 13F portfolio, value $6,463,703.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 13,153 shares
    Change vs previous 13F +5,117 shares

    0.25% of the 13F portfolio, value $7,449,192.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 8,036 shares
    Change vs previous 13F -13,866 shares

    0.12% of the 13F portfolio, value $3,593,863.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 21,902 shares
    Change vs previous 13F -2,007 shares

    0.29% of the 13F portfolio, value $8,180,389.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 23,909 shares
    Change vs previous 13F +2,187 shares

    0.38% of the 13F portfolio, value $11,841,431.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 21,722 shares
    Change vs previous 13F +3,404 shares

    0.35% of the 13F portfolio, value $11,337,852.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 18,318 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $8,998,951.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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