Skip to content
Disclosery

Intergy Private Wealth, LLC: GOOG position timeline

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

Intergy Private Wealth, LLC held 4,980 GOOG 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 4,980 shares
    Change vs previous 13F +95 shares

    0.41% of the 13F portfolio, value $1,759,556.

    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 4,885 shares
    Change vs previous 13F +482 shares

    0.41% of the 13F portfolio, value $1,401,245.

    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 4,403 shares
    Change vs previous 13F -410 shares

    0.42% of the 13F portfolio, value $1,381,714.

    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 4,813 shares
    Change vs previous 13F +48 shares

    0.37% of the 13F portfolio, value $1,172,160.

    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 4,765 shares
    Change vs previous 13F +555 shares

    0.29% of the 13F portfolio, value $845,254.

    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 4,210 shares
    Change vs previous 13F +201 shares

    0.25% of the 13F portfolio, value $657,686.

    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 4,009 shares
    Change vs previous 13F +315 shares

    0.28% of the 13F portfolio, value $763,379.

    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 3,694 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $617,675.

    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).