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Integris Wealth Management, LLC: DFGR position timeline

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

Integris Wealth Management, LLC held 646,737 DFGR 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 646,737 shares
    Change vs previous 13F +36,470 shares

    3.78% of the 13F portfolio, value $18,735,981.

    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 610,267 shares
    Change vs previous 13F +15,999 shares

    3.73% of the 13F portfolio, value $16,220,902.

    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 594,268 shares
    Change vs previous 13F +38,769 shares

    3.57% of the 13F portfolio, value $15,700,551.

    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 555,499 shares
    Change vs previous 13F +14,675 shares

    3.69% of the 13F portfolio, value $15,170,670.

    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 540,824 shares
    Change vs previous 13F +8,602 shares

    3.78% of the 13F portfolio, value $14,510,303.

    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 532,222 shares
    Change vs previous 13F +13,891 shares

    3.99% of the 13F portfolio, value $13,976,149.

    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 518,331 shares
    Change vs previous 13F +16,364 shares

    3.73% of the 13F portfolio, value $13,238,170.

    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).

  8. period ended2024-09-30
    13F 501,967 shares
    Change vs previous 13F not available

    4.05% of the 13F portfolio, value $14,486,750.

    13F-HR 0001750852-24-000005 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).