Skip to content
Disclosery

Integris Wealth Management, LLC: EPP position timeline

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

Integris Wealth Management, LLC held 27,085 EPP 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 27,085 shares
    Change vs previous 13F -6,468 shares

    0.29% of the 13F portfolio, value $1,442,533.

    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 33,553 shares
    Change vs previous 13F -2,695 shares

    0.41% of the 13F portfolio, value $1,782,996.

    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 36,248 shares
    Change vs previous 13F -528 shares

    0.42% of the 13F portfolio, value $1,829,427.

    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 36,776 shares
    Change vs previous 13F -2,801 shares

    0.46% of the 13F portfolio, value $1,896,172.

    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 39,577 shares
    Change vs previous 13F -539 shares

    0.51% of the 13F portfolio, value $1,953,918.

    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 40,116 shares
    Change vs previous 13F -1,426 shares

    0.5% of the 13F portfolio, value $1,769,101.

    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 41,542 shares
    Change vs previous 13F -630 shares

    0.51% of the 13F portfolio, value $1,819,941.

    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 42,172 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,059,679.

    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).