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Integris Wealth Management, LLC: IVV position timeline

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

Integris Wealth Management, LLC held 54,302 IVV 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 54,302 shares
    Change vs previous 13F -843 shares

    8.21% of the 13F portfolio, value $40,666,443.

    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 55,145 shares
    Change vs previous 13F -773 shares

    8.28% of the 13F portfolio, value $36,021,087.

    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 55,918 shares
    Change vs previous 13F -741 shares

    8.72% of the 13F portfolio, value $38,300,580.

    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 56,659 shares
    Change vs previous 13F -2,525 shares

    9.23% of the 13F portfolio, value $37,922,142.

    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 59,184 shares
    Change vs previous 13F -872 shares

    9.58% of the 13F portfolio, value $36,747,209.

    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 60,056 shares
    Change vs previous 13F -1,134 shares

    9.62% of the 13F portfolio, value $33,745,359.

    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 61,190 shares
    Change vs previous 13F -1,312 shares

    10.16% of the 13F portfolio, value $36,021,217.

    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 62,502 shares
    Change vs previous 13F not available

    10.07% of the 13F portfolio, value $36,052,294.

    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).