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Disclosery

Intergy Private Wealth, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Intergy Private Wealth, LLC on AAPL, newest first. How the timeline and the estimate are built.

Intergy Private Wealth, LLC held 17,168 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,168 shares
    Change vs previous 13F -576 shares

    1.15% of the 13F portfolio, value $4,967,724.

    13F-HR 0001911342-26-000003 filed by Intergy Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 17,744 shares
    Change vs previous 13F +140 shares

    1.32% of the 13F portfolio, value $4,503,181.

    13F-HR 0001911342-26-000002 filed by Intergy Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,604 shares
    Change vs previous 13F -269 shares

    1.44% of the 13F portfolio, value $4,785,903.

    13F-HR 0001911342-26-000001 filed by Intergy Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 17,873 shares
    Change vs previous 13F +1,337 shares

    1.42% of the 13F portfolio, value $4,550,957.

    13F-HR 0001911342-25-000005 filed by Intergy Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,536 shares
    Change vs previous 13F +1,925 shares

    1.16% of the 13F portfolio, value $3,392,699.

    13F-HR 0001911342-25-000003 filed by Intergy Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,611 shares
    Change vs previous 13F +305 shares

    1.23% of the 13F portfolio, value $3,245,461.

    13F-HR 0001911342-25-000002 filed by Intergy Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,306 shares
    Change vs previous 13F +651 shares

    1.34% of the 13F portfolio, value $3,582,553.

    13F-HR 0001911342-25-000001 filed by Intergy Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 13,655 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $3,181,556.

    13F-HR 0001911342-24-000005 filed by Intergy Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).