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Disclosery

Wealthcare Advisory Partners LLC: ISRG position timeline

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

Wealthcare Advisory Partners LLC held 3,788 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,788 shares
    Change vs previous 13F +89 shares

    0.03% of the 13F portfolio, value $1,506,412.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    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 3,699 shares
    Change vs previous 13F -837 shares

    0.03% of the 13F portfolio, value $1,705,202.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    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 4,536 shares
    Change vs previous 13F -206 shares

    0.05% of the 13F portfolio, value $2,569,009.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    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 4,742 shares
    Change vs previous 13F -341 shares

    0.04% of the 13F portfolio, value $2,120,765.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    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 5,083 shares
    Change vs previous 13F +23 shares

    0.06% of the 13F portfolio, value $2,762,153.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    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 5,060 shares
    Change vs previous 13F +1,056 shares

    0.07% of the 13F portfolio, value $2,506,066.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
    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 4,004 shares
    Change vs previous 13F +97 shares

    0.06% of the 13F portfolio, value $2,089,928.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    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 3,907 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,919,392.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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