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Disclosery

Intergy Private Wealth, LLC: ESGE position timeline

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

Intergy Private Wealth, LLC held 163,205 ESGE 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 163,205 shares
    Change vs previous 13F +759 shares

    2.06% of the 13F portfolio, value $8,925,679.

    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 162,446 shares
    Change vs previous 13F -1,792 shares

    2.17% of the 13F portfolio, value $7,386,411.

    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 164,238 shares
    Change vs previous 13F -440 shares

    2.19% of the 13F portfolio, value $7,254,389.

    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 164,678 shares
    Change vs previous 13F +1,089 shares

    2.24% of the 13F portfolio, value $7,150,335.

    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 163,589 shares
    Change vs previous 13F +4,005 shares

    2.19% of the 13F portfolio, value $6,407,792.

    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 159,584 shares
    Change vs previous 13F +5,257 shares

    2.12% of the 13F portfolio, value $5,577,469.

    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 154,327 shares
    Change vs previous 13F +3,049 shares

    1.92% of the 13F portfolio, value $5,152,975.

    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 151,278 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $5,508,050.

    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).