Dynamic Wealth Strategies, LLC
Position in ISRG — Intuitive Surgical Inc
CIK 1812853
GRANITE BAY, CA
Position in ISRG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,965
-$949 QoQ
Shares Held
15
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,148
of 2,223 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Dynamic Wealth Strategies, LLC holds $99,021 across 3 Medical Instruments & Supplies names. ISRG ranks #2 (6.0% of the industry book) .
All Filings in ISRG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,965 | 15 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $6,914 | 15 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $8,495 | 15 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,708 | 15 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $8,151 | 15 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,429 | 15 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $7,369 | 15 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,672 | 15 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $23,945 | 60 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $20,241 | 60 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||