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Disclosery

Intergy Private Wealth, LLC: JNK position timeline

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

Intergy Private Wealth, LLC held 3,909 JNK 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 3,909 shares
    Change vs previous 13F +572 shares

    0.09% of the 13F portfolio, value $376,703.

    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 3,337 shares
    Change vs previous 13F +125 shares

    0.09% of the 13F portfolio, value $319,417.

    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 3,212 shares
    Change vs previous 13F +128 shares

    0.09% of the 13F portfolio, value $312,227.

    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 3,084 shares
    Change vs previous 13F +134 shares

    0.09% of the 13F portfolio, value $302,175.

    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 2,950 shares
    Change vs previous 13F +424 shares

    0.1% of the 13F portfolio, value $286,907.

    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 2,526 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $240,719.

    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).