Skip to content
Disclosery

Intergy Private Wealth, LLC: TSLA position timeline

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

Intergy Private Wealth, LLC held 3,264 TSLA 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 3,264 shares
    Change vs previous 13F +94 shares

    0.32% of the 13F portfolio, value $1,372,838.

    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 3,170 shares
    Change vs previous 13F +217 shares

    0.35% of the 13F portfolio, value $1,178,448.

    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 2,953 shares
    Change vs previous 13F -22 shares

    0.4% of the 13F portfolio, value $1,328,023.

    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 2,975 shares
    Change vs previous 13F +27 shares

    0.41% of the 13F portfolio, value $1,323,042.

    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 2,948 shares
    Change vs previous 13F +375 shares

    0.32% of the 13F portfolio, value $936,462.

    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 2,573 shares
    Change vs previous 13F +518 shares

    0.25% of the 13F portfolio, value $666,819.

    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 2,055 shares
    Change vs previous 13F +290 shares

    0.31% of the 13F portfolio, value $829,891.

    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 1,765 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $461,777.

    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).