Integris Wealth Management, LLC
Position in ERC — Allspring Multi-Sector Income Fund
CIK 1750852
Monterey, CA
Position in ERC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$115,125
+$2,500 QoQ
Shares Held
12,500
0.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#46
of 70 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ERC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Integris Wealth Management, LLC holds $269,625 across 2 Asset Management names. ERC ranks #2 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWF |
Alliancebernstein Global High Income Fund Inc
|
15,000 | $154,500 | |
| 2 | ERC |
Allspring Multi-Sector Income Fund
This page
|
12,500 | $115,125 |
All Filings in ERC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,125 | 12,500 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $112,625 | 12,500 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $116,250 | 12,500 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $119,750 | 12,500 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||