Intergy Private Wealth, LLC: SMFG position timeline

Intergy Private Wealth, LLC held 13,304 SMFG 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 13,304 shares

   Change vs previous 13F +671 shares

   0.07% of the 13F portfolio, value $313,708.

   13F-HR 0001911342-26-000003 filed by Intergy Private Wealth, LLC
   Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 12,633 shares

   Change vs previous 13F -167 shares

   0.07% of the 13F portfolio, value $249,502.

   13F-HR 0001911342-26-000002 filed by Intergy Private Wealth, LLC
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 12,800 shares

   Change vs previous 13F +657 shares

   0.07% of the 13F portfolio, value $247,424.

   13F-HR 0001911342-26-000001 filed by Intergy Private Wealth, LLC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 12,143 shares

   Change vs previous 13F +1,132 shares

   0.06% of the 13F portfolio, value $203,274.

   13F-HR 0001911342-25-000005 filed by Intergy Private Wealth, LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 11,011 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $166,376.

   13F-HR 0001911342-25-000003 filed by Intergy Private Wealth, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).