Integris Wealth Management »

Affirm Hldgs shares owned by Integris Wealth Management

Quarter-by-quarter ownership of Affirm Hldgs (AFRM) shares owned by Integris Wealth Management from 13F filings

Historical chart of Integris Wealth Management investment in Affirm Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Affirm Hldgs held by Integris Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Affirm Hldgs by Integris Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 22k 73.08
2025-06-30 $1.5M 22k 69.14
2025-03-31 $799k 18k 45.19
2024-12-31 $750k 12k 60.90

More positions owned by Integris Wealth Management

Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Caterpillar (CAT)
Apple (AAPL)
Ishares Tr Core Msci Euro (IEUR)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Microsoft Corporation (MSFT)

View all positions for Integris Wealth Management

Top funds holding Affirm Hldgs

Vanguard Group
Capital Research Global Investors
Morgan Stanley
Capital World Investors
BlackRock
Susquehanna International
FMR
Citadel Advisors
Durable Capital Partners
Baillie Gifford & Co
State Street Corporation
Geode Capital Management
Jane Street
Marshall Wace
Invesco

View all funds holding Affirm Hldgs