Skip to content
Disclosery

Intergy Private Wealth, LLC: PNC position timeline

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

Intergy Private Wealth, LLC held 14,529 PNC 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 14,529 shares
    Change vs previous 13F -1,635 shares

    0.83% of the 13F portfolio, value $3,577,330.

    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 16,164 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $3,363,567.

    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).