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Disclosery

Intergy Private Wealth, LLC: THYF position timeline

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

Intergy Private Wealth, LLC held 36,635 THYF 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 36,635 shares
    Change vs previous 13F +4,821 shares

    0.44% of the 13F portfolio, value $1,889,085.

    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 31,814 shares
    Change vs previous 13F +1,844 shares

    0.48% of the 13F portfolio, value $1,622,662.

    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 29,970 shares
    Change vs previous 13F -9 shares

    0.47% of the 13F portfolio, value $1,566,068.

    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 29,979 shares
    Change vs previous 13F +786 shares

    0.49% of the 13F portfolio, value $1,572,278.

    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 29,193 shares
    Change vs previous 13F -1,046 shares

    0.52% of the 13F portfolio, value $1,525,264.

    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 30,239 shares
    Change vs previous 13F +78 shares

    0.59% of the 13F portfolio, value $1,553,353.

    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 30,161 shares
    Change vs previous 13F +1,080 shares

    0.59% of the 13F portfolio, value $1,571,410.

    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 29,081 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,530,535.

    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).