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Intergy Private Wealth, LLC: AVEM position timeline

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

Intergy Private Wealth, LLC held 199,827 AVEM 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 199,827 shares
    Change vs previous 13F not available

    4.45% of the 13F portfolio, value $19,281,319.

    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 ยง4.2).