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Disclosery

Intergy Private Wealth, LLC: USRT position timeline

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

Intergy Private Wealth, LLC held 19,326 USRT 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 19,326 shares
    Change vs previous 13F +1,431 shares

    0.3% of the 13F portfolio, value $1,284,213.

    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 17,895 shares
    Change vs previous 13F +3,195 shares

    0.31% of the 13F portfolio, value $1,059,205.

    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 14,700 shares
    Change vs previous 13F -523 shares

    0.25% of the 13F portfolio, value $837,312.

    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 15,223 shares
    Change vs previous 13F +256 shares

    0.28% of the 13F portfolio, value $893,895.

    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 14,967 shares
    Change vs previous 13F +1,540 shares

    0.29% of the 13F portfolio, value $846,534.

    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 13,427 shares
    Change vs previous 13F +1,691 shares

    0.29% of the 13F portfolio, value $773,395.

    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 11,736 shares
    Change vs previous 13F +1,307 shares

    0.25% of the 13F portfolio, value $672,590.

    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 10,429 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $642,114.

    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).