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Disclosery

Intergy Private Wealth, LLC: BSV position timeline

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

Intergy Private Wealth, LLC held 6,710 BSV 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 6,710 shares
    Change vs previous 13F +685 shares

    0.12% of the 13F portfolio, value $522,745.

    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 6,025 shares
    Change vs previous 13F +298 shares

    0.14% of the 13F portfolio, value $472,386.

    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 5,727 shares
    Change vs previous 13F +192 shares

    0.14% of the 13F portfolio, value $451,370.

    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 5,535 shares
    Change vs previous 13F +89 shares

    0.14% of the 13F portfolio, value $436,782.

    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 5,446 shares
    Change vs previous 13F -211 shares

    0.15% of the 13F portfolio, value $428,633.

    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 5,657 shares
    Change vs previous 13F -62 shares

    0.17% of the 13F portfolio, value $442,849.

    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 5,719 shares
    Change vs previous 13F +91 shares

    0.16% of the 13F portfolio, value $441,927.

    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 5,628 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $442,829.

    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).