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Disclosery

Integris Wealth Management, LLC: SCHC position timeline

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

Integris Wealth Management, LLC held 32,416 SCHC 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 32,416 shares
    Change vs previous 13F -149 shares

    0.31% of the 13F portfolio, value $1,559,858.

    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 32,565 shares
    Change vs previous 13F -116 shares

    0.35% of the 13F portfolio, value $1,522,089.

    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 32,681 shares
    Change vs previous 13F -218 shares

    0.34% of the 13F portfolio, value $1,487,966.

    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 32,899 shares
    Change vs previous 13F -8,010 shares

    0.36% of the 13F portfolio, value $1,497,234.

    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 40,909 shares
    Change vs previous 13F -684 shares

    0.45% of the 13F portfolio, value $1,742,315.

    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 41,593 shares
    Change vs previous 13F -194 shares

    0.43% of the 13F portfolio, value $1,492,357.

    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 41,787 shares
    Change vs previous 13F -5 shares

    0.4% of the 13F portfolio, value $1,434,548.

    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 41,792 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,610,246.

    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).