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Disclosery

Intergy Private Wealth, LLC: AVDV position timeline

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

Intergy Private Wealth, LLC held 140,370 AVDV 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 140,370 shares
    Change vs previous 13F -6,769 shares

    3.34% of the 13F portfolio, value $14,465,097.

    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 147,139 shares
    Change vs previous 13F +5,115 shares

    4.31% of the 13F portfolio, value $14,693,277.

    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 142,024 shares
    Change vs previous 13F -301 shares

    4.03% of the 13F portfolio, value $13,345,981.

    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 142,325 shares
    Change vs previous 13F -1,834 shares

    3.96% of the 13F portfolio, value $12,670,366.

    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 144,159 shares
    Change vs previous 13F -1,367 shares

    3.9% of the 13F portfolio, value $11,428,926.

    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 145,526 shares
    Change vs previous 13F +2,268 shares

    3.86% of the 13F portfolio, value $10,148,988.

    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 143,258 shares
    Change vs previous 13F +6,125 shares

    3.48% of the 13F portfolio, value $9,323,257.

    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 137,133 shares
    Change vs previous 13F not available

    3.69% of the 13F portfolio, value $9,691,227.

    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).