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Integris Wealth Management, LLC: VNQI position timeline

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

Integris Wealth Management, LLC held 8,935 VNQI 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 8,935 shares
    Change vs previous 13F -640 shares

    0.08% of the 13F portfolio, value $400,750.

    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 9,575 shares
    Change vs previous 13F -411 shares

    0.1% of the 13F portfolio, value $425,623.

    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 9,986 shares
    Change vs previous 13F -83 shares

    0.1% of the 13F portfolio, value $457,773.

    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 10,069 shares
    Change vs previous 13F -142 shares

    0.12% of the 13F portfolio, value $480,703.

    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 10,211 shares
    Change vs previous 13F -424 shares

    0.12% of the 13F portfolio, value $471,247.

    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 10,635 shares
    Change vs previous 13F -346 shares

    0.12% of the 13F portfolio, value $430,300.

    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 10,981 shares
    Change vs previous 13F -962 shares

    0.12% of the 13F portfolio, value $434,416.

    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 11,943 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $560,247.

    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).