Skip to content
Disclosery

Intergy Private Wealth, LLC: IQLT position timeline

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

Intergy Private Wealth, LLC held 130,800 IQLT 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 130,800 shares
    Change vs previous 13F +407 shares

    1.5% of the 13F portfolio, value $6,481,141.

    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 130,393 shares
    Change vs previous 13F -325 shares

    1.77% of the 13F portfolio, value $6,028,091.

    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 130,718 shares
    Change vs previous 13F +7 shares

    1.79% of the 13F portfolio, value $5,941,155.

    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 130,711 shares
    Change vs previous 13F -955 shares

    1.81% of the 13F portfolio, value $5,776,118.

    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 131,666 shares
    Change vs previous 13F -372 shares

    1.94% of the 13F portfolio, value $5,690,604.

    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 132,038 shares
    Change vs previous 13F -101 shares

    1.99% of the 13F portfolio, value $5,240,597.

    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 132,139 shares
    Change vs previous 13F +8 shares

    1.83% of the 13F portfolio, value $4,905,008.

    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 132,131 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $5,482,095.

    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).