Skip to content
Disclosery

Integris Wealth Management, LLC: DFSV position timeline

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

Integris Wealth Management, LLC held 585,899 DFSV 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 585,899 shares
    Change vs previous 13F -12,486 shares

    4.59% of the 13F portfolio, value $22,727,017.

    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 598,385 shares
    Change vs previous 13F -9,815 shares

    4.82% of the 13F portfolio, value $20,967,395.

    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 608,200 shares
    Change vs previous 13F +33,254 shares

    4.55% of the 13F portfolio, value $20,003,686.

    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 574,946 shares
    Change vs previous 13F +14,530 shares

    4.45% of the 13F portfolio, value $18,306,288.

    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 560,416 shares
    Change vs previous 13F -643 shares

    4.3% of the 13F portfolio, value $16,493,050.

    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 561,059 shares
    Change vs previous 13F +21,570 shares

    4.5% of the 13F portfolio, value $15,793,806.

    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 539,489 shares
    Change vs previous 13F +16,644 shares

    4.68% of the 13F portfolio, value $16,605,456.

    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 522,845 shares
    Change vs previous 13F not available

    4.5% of the 13F portfolio, value $16,103,646.

    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).