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Disclosery

Intergy Private Wealth, LLC: CGMU position timeline

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

Intergy Private Wealth, LLC held 43,641 CGMU 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 43,641 shares
    Change vs previous 13F -234 shares

    0.28% of the 13F portfolio, value $1,198,818.

    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 43,875 shares
    Change vs previous 13F +2,601 shares

    0.35% of the 13F portfolio, value $1,191,206.

    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 41,274 shares
    Change vs previous 13F +6,368 shares

    0.34% of the 13F portfolio, value $1,130,082.

    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 34,906 shares
    Change vs previous 13F +1,752 shares

    0.3% of the 13F portfolio, value $952,585.

    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 33,154 shares
    Change vs previous 13F -1,178 shares

    0.3% of the 13F portfolio, value $884,880.

    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 34,332 shares
    Change vs previous 13F -3,662 shares

    0.35% of the 13F portfolio, value $920,784.

    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 37,994 shares
    Change vs previous 13F +751 shares

    0.38% of the 13F portfolio, value $1,022,798.

    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 37,243 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,022,693.

    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).