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Intergy Private Wealth, LLC: AVUV position timeline

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

Intergy Private Wealth, LLC held 74,913 AVUV 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 74,913 shares
    Change vs previous 13F -134 shares

    2.16% of the 13F portfolio, value $9,346,204.

    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 75,047 shares
    Change vs previous 13F +3,204 shares

    2.43% of the 13F portfolio, value $8,290,457.

    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 71,843 shares
    Change vs previous 13F +2,089 shares

    2.21% of the 13F portfolio, value $7,326,538.

    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 69,754 shares
    Change vs previous 13F +1,287 shares

    2.17% of the 13F portfolio, value $6,942,803.

    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 68,467 shares
    Change vs previous 13F +2,350 shares

    2.13% of the 13F portfolio, value $6,237,381.

    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 66,117 shares
    Change vs previous 13F +1,524 shares

    2.19% of the 13F portfolio, value $5,763,386.

    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 64,593 shares
    Change vs previous 13F +1,461 shares

    2.33% of the 13F portfolio, value $6,235,210.

    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 63,132 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $6,057,422.

    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).