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Disclosery

Intergy Private Wealth, LLC: SPYV position timeline

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

Intergy Private Wealth, LLC held 82,226 SPYV 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 82,226 shares
    Change vs previous 13F -17,038 shares

    1.15% of the 13F portfolio, value $4,998,503.

    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 99,264 shares
    Change vs previous 13F -10,880 shares

    1.65% of the 13F portfolio, value $5,616,384.

    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 110,144 shares
    Change vs previous 13F -8,223 shares

    1.89% of the 13F portfolio, value $6,257,287.

    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 118,367 shares
    Change vs previous 13F -3,910 shares

    2.05% of the 13F portfolio, value $6,549,226.

    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 122,277 shares
    Change vs previous 13F +6 shares

    2.18% of the 13F portfolio, value $6,399,986.

    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 122,271 shares
    Change vs previous 13F +4 shares

    2.37% of the 13F portfolio, value $6,244,401.

    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 122,267 shares
    Change vs previous 13F +7 shares

    2.33% of the 13F portfolio, value $6,252,753.

    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 122,260 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $6,462,641.

    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).