VALLEY WEALTH MANAGERS, INC.: ISRG position timeline

VALLEY WEALTH MANAGERS, INC. held 4,839 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 4,839 shares

   Change vs previous 13F +166 shares

   0.11% of the 13F portfolio, value $1,924,374.

   13F-HR 0000924166-26-000006 filed by VALLEY WEALTH MANAGERS, INC.
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 4,673 shares

   Change vs previous 13F -210 shares

   0.14% of the 13F portfolio, value $2,154,206.

   13F-HR 0000924166-26-000004 filed by VALLEY WEALTH MANAGERS, INC.
   Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 4,883 shares

   Change vs previous 13F +799 shares

   0.18% of the 13F portfolio, value $2,765,536.

   13F-HR 0000924166-26-000002 filed by VALLEY WEALTH MANAGERS, INC.
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 4,084 shares

   Change vs previous 13F +1,409 shares

   0.12% of the 13F portfolio, value $1,826,487.

   13F-HR 0000924166-25-000012 filed by VALLEY WEALTH MANAGERS, INC.
   Filed 2025-11-03 (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).

5. period ended2025-06-30

   13F 2,675 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $1,453,622.

   13F-HR 0000924166-25-000010 filed by VALLEY WEALTH MANAGERS, INC.
   Filed 2025-08-06 (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).