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Integris Wealth Management, LLC: AFRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Integris Wealth Management, LLC on AFRM, newest first. How the timeline and the estimate are built.

Integris Wealth Management, LLC held 34,568 AFRM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,568 shares
    Change vs previous 13F +4,151 shares

    0.57% of the 13F portfolio, value $2,819,021.

    13F-HR 0002085853-26-000691 filed by Integris Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 30,417 shares
    Change vs previous 13F +4,560 shares

    0.32% of the 13F portfolio, value $1,393,707.

    13F-HR 0002085853-26-000341 filed by Integris Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 25,857 shares
    Change vs previous 13F +3,597 shares

    0.44% of the 13F portfolio, value $1,924,537.

    13F-HR 0002085853-26-000058 filed by Integris Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 22,260 shares
    Change vs previous 13F +488 shares

    0.4% of the 13F portfolio, value $1,626,761.

    13F-HR 0002085853-25-000091 filed by Integris Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 21,772 shares
    Change vs previous 13F +4,091 shares

    0.39% of the 13F portfolio, value $1,505,317.

    13F-HR 0001667731-25-000933 filed by Integris Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 17,681 shares
    Change vs previous 13F +5,371 shares

    0.23% of the 13F portfolio, value $799,005.

    13F-HR 0001667731-25-000494 filed by Integris Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,310 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $749,679.

    13F-HR 0001667731-25-000104 filed by Integris Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).