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Disclosery

Intergy Private Wealth, LLC: CX position timeline

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

Intergy Private Wealth, LLC held 14,968 CX 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 14,968 shares
    Change vs previous 13F -626 shares

    0.04% of the 13F portfolio, value $179,616.

    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 15,594 shares
    Change vs previous 13F -469 shares

    0.05% of the 13F portfolio, value $178,395.

    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 16,063 shares
    Change vs previous 13F +1,760 shares

    0.06% of the 13F portfolio, value $184,564.

    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 14,303 shares
    Change vs previous 13F +3,403 shares

    0.04% of the 13F portfolio, value $128,584.

    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 10,900 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $75,537.

    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).