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Livermore
Livermore
ZHEN

Integris Wealth Management, LLC

SEC CIK
0001750852
Latest filing
Jul 10, 2026

CHRW holding history

C. H. Robinson Worldwide, Inc. in every 13F filed by Integris Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CHRW overviewAll 13F holders of CHRWFull Q2 2026 holdings

Shares (Q2 2026)
4,809
Value
$905.7K
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of CHRW by Integris Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,809$905.7K0.2%+1,961+68.9%AddedHolders
Q1 20262,848$473.0K0.1%00.0%UnchangedHolders
Q4 20252,848$457.8K0.1%−200−6.6%ReducedHolders
Q3 20253,048$403.6K0.1%00.0%UnchangedHolders
Q2 20253,048$292.5K0.1%00.0%UnchangedHolders
Q1 20253,048$312.1K0.1%00.0%UnchangedHolders
Q4 20243,048$314.9K0.1%00.0%UnchangedHolders
Q3 20243,048$336.4K0.1%00.0%UnchangedHolders
Q2 20243,048$268.6K0.1%00.0%UnchangedHolders
Q1 20243,048$232.1K0.1%00.0%UnchangedHolders
Q4 20233,048$263.3K0.1%00.0%UnchangedHolders
Q3 20233,048$262.5K0.1%00.0%UnchangedHolders
Q2 20233,048$287.6K0.1%00.0%UnchangedHolders
Q1 20233,048$302.9K0.1%−347−10.2%ReducedHolders
Q4 20223,395$310.8K0.1%–No prior filingHolders