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Intergy Private Wealth, LLC: SCHD position timeline

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

Intergy Private Wealth, LLC held 1,228,413 SCHD 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 1,228,413 shares
    Change vs previous 13F +74,327 shares

    9% of the 13F portfolio, value $38,952,971.

    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 1,154,086 shares
    Change vs previous 13F +71,724 shares

    10.38% of the 13F portfolio, value $35,407,369.

    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 1,082,362 shares
    Change vs previous 13F +59,749 shares

    8.96% of the 13F portfolio, value $29,689,181.

    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 1,022,613 shares
    Change vs previous 13F +30,100 shares

    8.73% of the 13F portfolio, value $27,918,174.

    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 992,513 shares
    Change vs previous 13F +18,504 shares

    8.97% of the 13F portfolio, value $26,301,585.

    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 974,009 shares
    Change vs previous 13F +20,047 shares

    10.36% of the 13F portfolio, value $27,233,290.

    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 953,962 shares
    Change vs previous 13F +644,781 shares

    9.73% of the 13F portfolio, value $26,062,246.

    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 309,181 shares
    Change vs previous 13F not available

    9.95% of the 13F portfolio, value $26,134,822.

    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).