Skip to main content
Livermore
Livermore
ZHEN

Integris Wealth Management, LLC

SEC CIK
0001750852
Latest filing
Jul 10, 2026

DFS holding history

Discover Financial Services 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.

DFS overviewAll 13F holders of DFSFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q4 2022
Holdings of DFS by Integris Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−4,681−100.0%Sold outHolders
Q1 20254,681$799.1K0.2%00.0%UnchangedHolders
Q4 20244,681$810.9K0.2%00.0%UnchangedHolders
Q3 20244,681$656.7K0.2%00.0%UnchangedHolders
Q2 20244,681$612.3K0.2%00.0%UnchangedHolders
Q1 20244,681$613.6K0.2%00.0%UnchangedHolders
Q4 20234,681$526.1K0.2%00.0%UnchangedHolders
Q3 20234,681$405.5K0.1%00.0%UnchangedHolders
Q2 20234,681$547.0K0.2%00.0%UnchangedHolders
Q1 20234,681$462.7K0.2%00.0%UnchangedHolders
Q4 20224,681$457.9K0.2%–No prior filingHolders