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Disclosery

Intergy Private Wealth, LLC: AGG position timeline

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

Intergy Private Wealth, LLC held 43,102 AGG 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 43,102 shares
    Change vs previous 13F +4,822 shares

    0.99% of the 13F portfolio, value $4,266,198.

    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 38,280 shares
    Change vs previous 13F +2,197 shares

    1.11% of the 13F portfolio, value $3,800,093.

    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 36,083 shares
    Change vs previous 13F -1,412 shares

    1.09% of the 13F portfolio, value $3,603,988.

    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 37,495 shares
    Change vs previous 13F +1,600 shares

    1.18% of the 13F portfolio, value $3,758,832.

    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 35,895 shares
    Change vs previous 13F +705 shares

    1.21% of the 13F portfolio, value $3,560,780.

    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 35,190 shares
    Change vs previous 13F +676 shares

    1.32% of the 13F portfolio, value $3,480,964.

    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 34,514 shares
    Change vs previous 13F +6,090 shares

    1.25% of the 13F portfolio, value $3,344,391.

    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 28,424 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $2,878,453.

    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).