Skip to content
Disclosery

Intergy Private Wealth, LLC: TLT position timeline

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

Intergy Private Wealth, LLC held 49,050 TLT 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 49,050 shares
    Change vs previous 13F +6,124 shares

    0.98% of the 13F portfolio, value $4,238,875.

    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 42,926 shares
    Change vs previous 13F +3,755 shares

    1.09% of the 13F portfolio, value $3,721,223.

    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 39,171 shares
    Change vs previous 13F +922 shares

    1.03% of the 13F portfolio, value $3,414,112.

    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 38,249 shares
    Change vs previous 13F +1,907 shares

    1.07% of the 13F portfolio, value $3,418,230.

    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 36,342 shares
    Change vs previous 13F +454 shares

    1.09% of the 13F portfolio, value $3,207,162.

    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 35,888 shares
    Change vs previous 13F +43 shares

    1.24% of the 13F portfolio, value $3,266,848.

    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 35,845 shares
    Change vs previous 13F +1,170 shares

    1.17% of the 13F portfolio, value $3,130,383.

    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 34,675 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $3,401,588.

    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).