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Disclosery

Intergy Private Wealth, LLC: MINT position timeline

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

Intergy Private Wealth, LLC held 30,973 MINT 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 30,973 shares
    Change vs previous 13F +3,636 shares

    0.72% of the 13F portfolio, value $3,122,352.

    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 27,337 shares
    Change vs previous 13F +1,555 shares

    0.81% of the 13F portfolio, value $2,749,308.

    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 25,782 shares
    Change vs previous 13F +340 shares

    0.78% of the 13F portfolio, value $2,586,965.

    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 25,442 shares
    Change vs previous 13F +853 shares

    0.8% of the 13F portfolio, value $2,561,670.

    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 24,589 shares
    Change vs previous 13F -592 shares

    0.84% of the 13F portfolio, value $2,472,056.

    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 25,181 shares
    Change vs previous 13F -217 shares

    0.96% of the 13F portfolio, value $2,533,747.

    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 25,398 shares
    Change vs previous 13F +679 shares

    0.95% of the 13F portfolio, value $2,548,456.

    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 24,719 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $2,488,995.

    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).