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Disclosery

Intergy Private Wealth, LLC: HSBC position timeline

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

Intergy Private Wealth, LLC held 3,519 HSBC 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 3,519 shares
    Change vs previous 13F +334 shares

    0.08% of the 13F portfolio, value $334,622.

    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 3,185 shares
    Change vs previous 13F +283 shares

    0.08% of the 13F portfolio, value $262,731.

    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 2,902 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $228,300.

    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).