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Integris Wealth Management, LLC: VTI position timeline

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

Integris Wealth Management, LLC held 111,124 VTI 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 111,124 shares
    Change vs previous 13F +895 shares

    8.3% of the 13F portfolio, value $41,120,504.

    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 110,229 shares
    Change vs previous 13F +1,704 shares

    8.13% of the 13F portfolio, value $35,362,610.

    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 108,525 shares
    Change vs previous 13F +5,077 shares

    8.28% of the 13F portfolio, value $36,385,275.

    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 103,448 shares
    Change vs previous 13F +2,914 shares

    8.26% of the 13F portfolio, value $33,948,575.

    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 100,534 shares
    Change vs previous 13F +1,085 shares

    7.97% of the 13F portfolio, value $30,555,410.

    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 99,449 shares
    Change vs previous 13F -1,072 shares

    7.8% of the 13F portfolio, value $27,332,543.

    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 100,521 shares
    Change vs previous 13F -1,007 shares

    8.22% of the 13F portfolio, value $29,131,832.

    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 101,528 shares
    Change vs previous 13F not available

    8.03% of the 13F portfolio, value $28,748,748.

    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).