Integris Wealth Management, LLC: SWZ position timeline

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

Integris Wealth Management, LLC held 10,053 SWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

period ended2026-06-30
13F 10,053 shares
Change vs previous 13F 0 shares
0.01% of the 13F portfolio, value $59,718.
13F-HR 0002085853-26-000691 filed by Integris Wealth Management, LLC
Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 10,053 shares
Change vs previous 13F -1,948 shares
0.01% of the 13F portfolio, value $59,618.
13F-HR 0002085853-26-000341 filed by Integris Wealth Management, LLC
Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 12,001 shares
Change vs previous 13F 0 shares
0.02% of the 13F portfolio, value $74,650.
13F-HR 0002085853-26-000058 filed by Integris Wealth Management, LLC
Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 12,001 shares
Change vs previous 13F 0 shares
0.02% of the 13F portfolio, value $72,969.
13F-HR 0002085853-25-000091 filed by Integris Wealth Management, LLC
Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 12,001 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $76,090.
13F-HR 0001667731-25-000933 filed by Integris Wealth Management, LLC
Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).