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Integris Wealth Management, LLC: IEUR position timeline

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

Integris Wealth Management, LLC held 134,183 IEUR 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 134,183 shares
    Change vs previous 13F -518 shares

    2.04% of the 13F portfolio, value $10,086,567.

    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 134,701 shares
    Change vs previous 13F -2,861 shares

    2.18% of the 13F portfolio, value $9,465,468.

    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 137,562 shares
    Change vs previous 13F -1,723 shares

    2.22% of the 13F portfolio, value $9,764,180.

    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 139,285 shares
    Change vs previous 13F -1,274 shares

    2.31% of the 13F portfolio, value $9,488,122.

    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 140,559 shares
    Change vs previous 13F -3,329 shares

    2.43% of the 13F portfolio, value $9,305,033.

    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 143,888 shares
    Change vs previous 13F -2,517 shares

    2.47% of the 13F portfolio, value $8,654,888.

    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 146,405 shares
    Change vs previous 13F -1,179 shares

    2.23% of the 13F portfolio, value $7,902,964.

    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 147,584 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $8,992,318.

    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).