WESPAC Advisors SoCal, LLC

SEC CIK: 0001668188
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

ISRG holding history

Intuitive Surgical Inc in every 13F filed by WESPAC Advisors SoCal, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ISRG overview All 13F holders of ISRG Full Q2 2026 holdings

Shares (Q2 2026): 795
Value: $316.2K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of ISRG by WESPAC Advisors SoCal, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	795	$316.2K	0.1%	+5+0.6%	Added	Holders
Q1 2026	790	$364.2K	0.1%	00.0%	Unchanged	Holders
Q4 2025	790	$447.4K	0.1%	−11−1.4%	Reduced	Holders
Q3 2025	801	$358.2K	0.1%	00.0%	Unchanged	Holders
Q2 2025	801	$435.3K	0.1%	−10−1.2%	Reduced	Holders
Q1 2025	811	$401.7K	0.1%	−78−8.8%	Reduced	Holders
Q4 2024	889	$464.0K	0.1%	00.0%	Unchanged	Holders
Q3 2024	889	$436.7K	0.1%	−24−2.6%	Reduced	Holders
Q2 2024	913	$406.1K	0.1%	00.0%	Unchanged	Holders
Q1 2024	913	$364.4K	0.1%	−20−2.1%	Reduced	Holders
Q4 2023	933	$314.8K	0.1%	00.0%	Unchanged	Holders
Q3 2023	933	$272.7K	0.1%	+3+0.3%	Added	Holders
Q2 2023	930	$318.0K	0.1%	−20−2.1%	Reduced	Holders
Q1 2023	950	$242.7K	0.1%	−75−7.3%	Reduced	Holders
Q4 2022	1,025	$272.0K	0.1%	00.0%	Unchanged	Holders
Q3 2022	1,025	$253.0K	0.1%	−9−0.9%	Reduced	Holders
Q2 2022	1,034	$208.0K	0.1%	−8,364−89.0%	Reduced	Holders
Q1 2022	9,398	$2.83M	0.9%	−27−0.3%	Reduced	Holders
Q4 2021	9,425	$2.70M	0.8%	−18,907−66.7%	ReducedConverted for a 3-for-1 split	Holders
Q3 2021	9,444	$3.12M	1.0%	+5,483+138.4%	Added	Holders
Q2 2021	3,961	$3.64M	1.2%	+168+4.4%	Added	Holders
Q1 2021	3,793	$2.80M	1.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.