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Integris Wealth Management, LLC: STIP position timeline

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

Integris Wealth Management, LLC held 73,776 STIP 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 73,776 shares
    Change vs previous 13F +979 shares

    1.52% of the 13F portfolio, value $7,536,906.

    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 72,797 shares
    Change vs previous 13F +1,009 shares

    1.73% of the 13F portfolio, value $7,529,407.

    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 71,788 shares
    Change vs previous 13F +5,226 shares

    1.67% of the 13F portfolio, value $7,350,394.

    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 66,562 shares
    Change vs previous 13F +1,675 shares

    1.67% of the 13F portfolio, value $6,879,826.

    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 64,887 shares
    Change vs previous 13F +1,834 shares

    1.74% of the 13F portfolio, value $6,677,484.

    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 63,053 shares
    Change vs previous 13F +2,777 shares

    1.86% of the 13F portfolio, value $6,524,062.

    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 60,276 shares
    Change vs previous 13F +2,061 shares

    1.71% of the 13F portfolio, value $6,063,756.

    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 58,215 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $5,898,386.

    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).