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Livermore
Livermore
ZHEN

Ledgewood Wealth Advisors, LLC

SEC CIK
0002064043
Latest filing
Jul 8, 2026

ISRG holding history

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

ISRG overviewAll 13F holders of ISRGFull Q2 2026 holdings

Shares (Q2 2026)
950
Value
$377.8K
% of portfolio
0.2%
Quarters held
11
Since Q4 2023
Holdings of ISRG by Ledgewood Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026950$377.8K0.2%00.0%UnchangedHolders
Q1 2026950$437.9K0.2%00.0%UnchangedHolders
Q4 2025950$538.0K0.3%00.0%UnchangedHolders
Q3 2025950$424.9K0.3%00.0%UnchangedHolders
Q2 2025950$516.2K0.3%00.0%UnchangedHolders
Q1 2025950$470.5K0.3%00.0%UnchangedHolders
Q4 2024950$495.9K0.3%00.0%UnchangedHolders
Q3 2024950$466.7K0.3%+50+5.6%AddedHolders
Q2 2024900$400.4K0.3%00.0%UnchangedHolders
Q1 2024900$359.2K0.3%00.0%UnchangedHolders
Q4 2023900$303.6K0.3%–No prior filingHolders