Position in ISRG
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$209,289
-$64,262 QoQ
Shares Held
454
-6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026Alteri Wealth LLC holds $295,601 across 1 Medical Instruments & Supplies name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAX |
Baxter International Inc
|
13,865 | $295,601 |
All Filings in ISRG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,289 | 454 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $273,551 | 483 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $205,725 | 460 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $252,142 | 464 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $241,196 | 487 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $260,458 | 499 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||