Skip to content
Disclosery

Intergy Private Wealth, LLC: SCHF position timeline

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

Intergy Private Wealth, LLC held 673,896 SCHF 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 673,896 shares
    Change vs previous 13F +29,734 shares

    4.31% of the 13F portfolio, value $18,666,925.

    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 644,162 shares
    Change vs previous 13F -3,369 shares

    4.68% of the 13F portfolio, value $15,943,001.

    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 647,531 shares
    Change vs previous 13F +6,611 shares

    4.7% of the 13F portfolio, value $15,566,655.

    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 640,920 shares
    Change vs previous 13F +27,218 shares

    4.67% of the 13F portfolio, value $14,919,604.

    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 613,702 shares
    Change vs previous 13F +25,494 shares

    4.63% of the 13F portfolio, value $13,562,791.

    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 588,208 shares
    Change vs previous 13F +22,226 shares

    4.42% of the 13F portfolio, value $11,634,754.

    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 565,982 shares
    Change vs previous 13F +300,779 shares

    3.91% of the 13F portfolio, value $10,470,660.

    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 265,203 shares
    Change vs previous 13F not available

    4.15% of the 13F portfolio, value $10,905,374.

    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).