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Intergy Private Wealth, LLC: QQQ position timeline

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

Intergy Private Wealth, LLC held 114,374 QQQ 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 114,374 shares
    Change vs previous 13F -4,417 shares

    19.45% of the 13F portfolio, value $84,225,249.

    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 118,791 shares
    Change vs previous 13F +3,761 shares

    20.11% of the 13F portfolio, value $68,563,870.

    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 115,030 shares
    Change vs previous 13F -829 shares

    21.32% of the 13F portfolio, value $70,663,800.

    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 115,859 shares
    Change vs previous 13F -631 shares

    21.76% of the 13F portfolio, value $69,552,643.

    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 116,490 shares
    Change vs previous 13F -1,046 shares

    21.93% of the 13F portfolio, value $64,260,407.

    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 117,536 shares
    Change vs previous 13F -1,669 shares

    20.96% of the 13F portfolio, value $55,115,201.

    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 119,205 shares
    Change vs previous 13F +1,124 shares

    22.74% of the 13F portfolio, value $60,941,284.

    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 118,081 shares
    Change vs previous 13F not available

    21.95% of the 13F portfolio, value $57,631,971.

    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).