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Integris Wealth Management, LLC: ESGD position timeline

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

Integris Wealth Management, LLC held 39,848 ESGD 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 39,848 shares
    Change vs previous 13F -487 shares

    0.83% of the 13F portfolio, value $4,096,790.

    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 40,335 shares
    Change vs previous 13F -1,872 shares

    0.89% of the 13F portfolio, value $3,856,794.

    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 42,207 shares
    Change vs previous 13F -347 shares

    0.91% of the 13F portfolio, value $4,013,493.

    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 42,554 shares
    Change vs previous 13F -765 shares

    0.96% of the 13F portfolio, value $3,956,703.

    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 43,319 shares
    Change vs previous 13F -583 shares

    1.01% of the 13F portfolio, value $3,864,934.

    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 43,902 shares
    Change vs previous 13F 0 shares

    1.02% of the 13F portfolio, value $3,586,359.

    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 43,902 shares
    Change vs previous 13F +906 shares

    0.94% of the 13F portfolio, value $3,342,703.

    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 42,996 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $3,618,939.

    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).