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Disclosery

Intergy Private Wealth, LLC: NVDA position timeline

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

Intergy Private Wealth, LLC held 12,557 NVDA 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 12,557 shares
    Change vs previous 13F +416 shares

    0.58% of the 13F portfolio, value $2,512,590.

    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 12,141 shares
    Change vs previous 13F +158 shares

    0.62% of the 13F portfolio, value $2,117,334.

    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 11,983 shares
    Change vs previous 13F +1,693 shares

    0.67% of the 13F portfolio, value $2,234,770.

    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 10,290 shares
    Change vs previous 13F +901 shares

    0.6% of the 13F portfolio, value $1,919,834.

    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 9,389 shares
    Change vs previous 13F +1,093 shares

    0.51% of the 13F portfolio, value $1,483,298.

    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 8,296 shares
    Change vs previous 13F +215 shares

    0.34% of the 13F portfolio, value $899,173.

    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 8,081 shares
    Change vs previous 13F -319 shares

    0.4% of the 13F portfolio, value $1,085,262.

    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 8,400 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,020,040.

    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).