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Integris Wealth Management, LLC → AFRM

Integris Wealth Management, LLC AFRM Position History

Affirm Holdings, Inc. • Financial Services

Quarters held
5
Latest value
$2.5M
Q3 2026
Peak value
$2.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.6M
Q4 2025$1.9M
Q1 2026$1.4M
Q2 2026$2.8M
Q3 2026$2.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.5M36.1K——
Q2 2026$2.8M34.6K——
Q1 2026$1.4M30.4K——
Q4 2025$1.9M25.9K——
Q3 2025$1.6M22.3K——

Other funds holding AFRM

Other Integris Wealth Management, LLC positions

VGES

VANGUARD BD INDEX FDS

$72.5M
VGES

VANGUARD BD INDEX FDS

$70M
VGES

VANGUARD BD INDEX FDS

$66.9M
VGES

VANGUARD BD INDEX FDS

$64.3M
VGES

VANGUARD BD INDEX FDS

$60.7M
VGES

VANGUARD TAX-MANAGED FDS

$48.7M
VGES

VANGUARD INDEX FDS

$46.4M
VGES

VANGUARD TAX-MANAGED FDS

$44.4M