Position in ISRG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$318,939
New position
Shares Held
802
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,646
of 2,223 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Invera Wealth Advisors, LLC holds $318,939 across 1 Medical Instruments & Supplies name. ISRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
802 | $318,939 |
All Filings in ISRG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,939 | 802 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||