Position in AFRM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,819,020
+$1,425,314 QoQ
Shares Held
34,568
+13.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
3.47%
of 13F equity value
Holder Rank
#215
of 654 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Integris Wealth Management, LLC holds $3,221,121 across 2 Credit Services names. AFRM ranks #1 (87.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFRM |
Affirm Holdings, Inc.
This page
|
34,568 | $2,819,020 | |
| 2 | V |
Visa Inc.
|
1,172 | $402,101 |
All Filings in AFRM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,819,020 | 34,568 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,393,706 | 30,417 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,924,536 | 25,857 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,626,760 | 22,260 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,505,316 | 21,772 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $799,004 | 17,681 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $749,679 | 12,310 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||