Integris Wealth Management, LLC

SEC CIK: 0001750852
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

FISV holding history

Fiserv 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.

FISV overview All 13F holders of FISV Full Q2 2026 holdings

Shares (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q2 2025

Holdings of FISV by Integris Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−1,200−100.0%	Sold out	Holders
Q2 2025	1,200	$206.9K	0.1%	+1,200	New	Holders