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Disclosery

Intergy Private Wealth, LLC: DIA position timeline

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

Intergy Private Wealth, LLC held 10,125 DIA 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 10,125 shares
    Change vs previous 13F -6,151 shares

    1.22% of the 13F portfolio, value $5,289,105.

    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 16,276 shares
    Change vs previous 13F +301 shares

    2.21% of the 13F portfolio, value $7,538,729.

    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 15,975 shares
    Change vs previous 13F +304 shares

    2.32% of the 13F portfolio, value $7,676,880.

    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 15,671 shares
    Change vs previous 13F +620 shares

    2.27% of the 13F portfolio, value $7,267,350.

    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 15,051 shares
    Change vs previous 13F +227 shares

    2.26% of the 13F portfolio, value $6,632,189.

    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 14,824 shares
    Change vs previous 13F -175 shares

    2.37% of the 13F portfolio, value $6,224,221.

    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 14,999 shares
    Change vs previous 13F +116 shares

    2.38% of the 13F portfolio, value $6,382,287.

    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 14,883 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $6,297,226.

    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).