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Integris Wealth Management, LLC: VPL position timeline

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

Integris Wealth Management, LLC held 78,510 VPL 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 78,510 shares
    Change vs previous 13F -2,549 shares

    1.83% of the 13F portfolio, value $9,082,793.

    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 81,059 shares
    Change vs previous 13F -4,971 shares

    1.82% of the 13F portfolio, value $7,921,872.

    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 86,030 shares
    Change vs previous 13F -1,194 shares

    1.77% of the 13F portfolio, value $7,777,090.

    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 87,224 shares
    Change vs previous 13F -4,458 shares

    1.86% of the 13F portfolio, value $7,661,769.

    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 91,682 shares
    Change vs previous 13F -922 shares

    1.97% of the 13F portfolio, value $7,534,418.

    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 92,604 shares
    Change vs previous 13F -1,620 shares

    1.91% of the 13F portfolio, value $6,710,080.

    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 94,224 shares
    Change vs previous 13F -635 shares

    1.89% of the 13F portfolio, value $6,693,683.

    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 94,859 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $7,435,962.

    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).