Skip to content
Disclosery

Intergy Private Wealth, LLC: IBM position timeline

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

Intergy Private Wealth, LLC held 3,514 IBM 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 3,514 shares
    Change vs previous 13F +50 shares

    0.23% of the 13F portfolio, value $988,224.

    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 3,464 shares
    Change vs previous 13F -728 shares

    0.25% of the 13F portfolio, value $839,684.

    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 4,192 shares
    Change vs previous 13F -23 shares

    0.37% of the 13F portfolio, value $1,241,712.

    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 4,215 shares
    Change vs previous 13F -25 shares

    0.37% of the 13F portfolio, value $1,189,304.

    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 4,240 shares
    Change vs previous 13F -506 shares

    0.43% of the 13F portfolio, value $1,249,867.

    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 4,746 shares
    Change vs previous 13F +61 shares

    0.45% of the 13F portfolio, value $1,180,140.

    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 4,685 shares
    Change vs previous 13F +248 shares

    0.38% of the 13F portfolio, value $1,029,904.

    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 4,437 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $980,932.

    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).