Ownership history in Integris Wealth Management, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Integris Wealth Management, LLC reported a position in APPLE INC (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 40,518 | -486 | -1.2% | 2.51% | $11.0M | $271.61 |
| 2025 Q3 | REDUCED | 41,004 | -237 | -0.6% | 2.54% | $10.4M | $254.15 |
| 2025 Q2 | ADDED | 41,241 | +656 | +1.6% | 2.21% | $8.5M | $204.55 |
| 2025 Q1 | REDUCED | 40,585 | -254 | -0.6% | 2.57% | $9.0M | $221.17 |
| 2024 Q4 | ADDED | 40,839 | +656 | +1.6% | 2.88% | $10.2M | $249.06 |
| 2024 Q3 | ADDED | 40,183 | +570 | +1.4% | 2.62% | $9.4M | $231.48 |
| 2024 Q2 | REDUCED | 39,613 | -561 | -1.4% | 2.41% | $8.3M | $209.00 |
| 2024 Q1 | ADDED | 40,174 | +212 | +0.5% | 1.90% | $6.9M | $169.93 |
| 2023 Q4 | ADDED | 39,962 | +1,377 | +3.6% | 2.28% | $7.7M | $190.55 |
| 2023 Q3 | ADDED | 38,585 | +20,977 | +119.1% | 2.17% | $6.6M | $169.23 |
As of 2025 Q4 — sorted by position size