Skip to content
Disclosery

Intergy Private Wealth, LLC: BIV position timeline

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

Intergy Private Wealth, LLC held 92,231 BIV 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 92,231 shares
    Change vs previous 13F +11,428 shares

    1.63% of the 13F portfolio, value $7,074,149.

    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 80,803 shares
    Change vs previous 13F +5,185 shares

    1.83% of the 13F portfolio, value $6,236,374.

    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 75,618 shares
    Change vs previous 13F -280 shares

    1.78% of the 13F portfolio, value $5,889,155.

    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 75,898 shares
    Change vs previous 13F +2,703 shares

    1.85% of the 13F portfolio, value $5,926,968.

    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 73,195 shares
    Change vs previous 13F -1,812 shares

    1.93% of the 13F portfolio, value $5,660,903.

    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 75,007 shares
    Change vs previous 13F +509 shares

    2.18% of the 13F portfolio, value $5,743,317.

    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 74,498 shares
    Change vs previous 13F +2,191 shares

    2.08% of the 13F portfolio, value $5,567,240.

    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 72,307 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $5,666,724.

    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).