INDEPENDENT FINANCIAL GROUP, LLC

Position in ISRG — Intuitive Surgical Inc

CIK 275484 SAN DIEGO, CA

Position in ISRG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,769,608

-$2,027,341 QoQ

Shares Held

9,479

-24.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#727

of 2,223 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $4,650,619 across 4 Medical Instruments & Supplies names. ISRG ranks #1 (81.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc This page	9,479	$3,769,608
2	MMSI	Merit Medical Systems Inc	5,021	$348,156
3	BDX	Becton Dickinson & Co	1,914	$289,645
4	RMD	Resmed Inc	1,248	$243,210

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,769,608	9,479	-24.6%	Shares	Sole	2026-07-15
2026-03-31	$5,796,949	12,575	+29.3%	Shares	Sole	2026-05-15
2025-12-31	$5,508,983	9,727	-9.4%	Shares	Sole	2026-05-15
2025-09-30	$4,803,250	10,740	-12.3%	Shares	Sole	2026-05-15
2025-06-30	$6,655,685	12,248	+1.3%	Shares	Sole	2026-05-15
2025-03-31	$5,990,785	12,096	+20.8%	Shares	Sole	2026-05-19
2024-12-31	$5,225,341	10,011	-0.9%	Shares	Sole	2026-06-12
2024-09-30	$4,964,774	10,106	+32.6%	Shares	Sole	2026-06-12
2024-06-30	$3,391,536	7,624	+5.0%	Shares	Sole	2026-06-12
2024-03-31	$2,898,590	7,263	+6.0%	Shares	Sole	2026-06-12
2023-12-31	$2,311,928	6,853	-1.3%	Shares	Sole	2026-06-12
2023-09-30	$2,029,369	6,943	-2.0%	Shares	Sole	2026-06-12
2023-06-30	$2,422,302	7,084	+2.6%	Shares	Sole	2026-06-12
2023-03-31	$1,764,275	6,906	+0.7%	Shares	Sole	2026-06-12
2022-12-31	$1,819,504	6,857	+2.7%	Shares	Sole	2026-06-15
2022-09-30	$1,251,349	6,676	+12.0%	Shares	Sole	2026-06-15
2022-06-30	$1,196,833	5,963	-4.1%	Shares	Sole	2026-06-12
2022-03-31	$1,875,846	6,218	-1.5%	Shares	Sole	2026-06-12
2021-12-31	$2,268,260	6,313	+235.3%	Shares	Sole	2026-06-15
2021-09-30	$623,994	1,883	+23.7%	Shares	Sole	2026-06-15
2021-06-30	$466,564	1,522	0.0%	Shares	Sole	2026-06-15
2021-03-31	$374,888	1,522	-1.7%	Shares	Sole	2026-06-15
2020-12-31	$422,139	1,548	+4.3%	Shares	Sole	2026-06-15
2020-09-30	$350,985	1,484	+3.6%	Shares	Sole	2026-06-15
2020-06-30	$272,188	1,433	-0.3%	Shares	Sole	2026-06-15
2020-03-31	$237,205	1,437	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.