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Disclosery

Intergy Private Wealth, LLC: IEMG position timeline

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

Intergy Private Wealth, LLC held 59,774 IEMG 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 59,774 shares
    Change vs previous 13F -3,836 shares

    1.14% of the 13F portfolio, value $4,951,657.

    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 63,610 shares
    Change vs previous 13F +249 shares

    1.3% of the 13F portfolio, value $4,436,826.

    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 63,361 shares
    Change vs previous 13F +223 shares

    1.28% of the 13F portfolio, value $4,259,102.

    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 63,138 shares
    Change vs previous 13F +2,815 shares

    1.3% of the 13F portfolio, value $4,159,457.

    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 60,323 shares
    Change vs previous 13F +578 shares

    1.24% of the 13F portfolio, value $3,621,133.

    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 59,745 shares
    Change vs previous 13F -1,105 shares

    1.23% of the 13F portfolio, value $3,224,436.

    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 60,850 shares
    Change vs previous 13F +2,989 shares

    1.19% of the 13F portfolio, value $3,177,599.

    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 57,861 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $3,322,060.

    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).