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Disclosery

Intergy Private Wealth, LLC: SCZ position timeline

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

Intergy Private Wealth, LLC held 19,656 SCZ 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 19,656 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,617,139.

    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 19,656 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $1,541,244.

    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 19,656 shares
    Change vs previous 13F -55 shares

    0.46% of the 13F portfolio, value $1,523,947.

    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 19,711 shares
    Change vs previous 13F -366 shares

    0.47% of the 13F portfolio, value $1,512,216.

    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 20,077 shares
    Change vs previous 13F -320 shares

    0.5% of the 13F portfolio, value $1,459,185.

    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 20,397 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,295,794.

    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 20,397 shares
    Change vs previous 13F +3 shares

    0.46% of the 13F portfolio, value $1,239,092.

    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 20,394 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,380,640.

    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).