Skip to content
Disclosery

Intergy Private Wealth, LLC: ACWI position timeline

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

Intergy Private Wealth, LLC held 32,910 ACWI 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 32,910 shares
    Change vs previous 13F +1 shares

    1.19% of the 13F portfolio, value $5,165,872.

    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 32,909 shares
    Change vs previous 13F 0 shares

    1.34% of the 13F portfolio, value $4,553,596.

    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 32,909 shares
    Change vs previous 13F +2 shares

    1.4% of the 13F portfolio, value $4,656,271.

    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 32,907 shares
    Change vs previous 13F -319 shares

    1.42% of the 13F portfolio, value $4,549,112.

    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 33,226 shares
    Change vs previous 13F +1 shares

    1.46% of the 13F portfolio, value $4,272,909.

    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 33,225 shares
    Change vs previous 13F 0 shares

    1.47% of the 13F portfolio, value $3,867,064.

    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 33,225 shares
    Change vs previous 13F +1 shares

    1.46% of the 13F portfolio, value $3,903,943.

    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 33,224 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $3,971,874.

    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).