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Disclosery

Intergy Private Wealth, LLC: SPYG position timeline

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

Intergy Private Wealth, LLC held 89,522 SPYG 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 89,522 shares
    Change vs previous 13F -677 shares

    2.46% of the 13F portfolio, value $10,652,226.

    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 90,199 shares
    Change vs previous 13F +1 shares

    2.59% of the 13F portfolio, value $8,831,397.

    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 90,198 shares
    Change vs previous 13F +1 shares

    2.9% of the 13F portfolio, value $9,624,152.

    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 90,197 shares
    Change vs previous 13F -1,783 shares

    2.95% of the 13F portfolio, value $9,426,510.

    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 91,980 shares
    Change vs previous 13F -246 shares

    2.99% of the 13F portfolio, value $8,767,560.

    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 92,226 shares
    Change vs previous 13F -1,629 shares

    2.82% of the 13F portfolio, value $7,412,226.

    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 93,855 shares
    Change vs previous 13F +1 shares

    3.08% of the 13F portfolio, value $8,249,863.

    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 93,854 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $7,784,210.

    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).