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Disclosery

Intergy Private Wealth, LLC: VB position timeline

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

Intergy Private Wealth, LLC held 2,242 VB 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 2,242 shares
    Change vs previous 13F +621 shares

    0.16% of the 13F portfolio, value $679,482.

    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 1,621 shares
    Change vs previous 13F -11 shares

    0.12% of the 13F portfolio, value $424,612.

    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 1,632 shares
    Change vs previous 13F -3 shares

    0.13% of the 13F portfolio, value $420,858.

    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 1,635 shares
    Change vs previous 13F -9 shares

    0.13% of the 13F portfolio, value $415,866.

    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 1,644 shares
    Change vs previous 13F -351 shares

    0.13% of the 13F portfolio, value $389,577.

    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 1,995 shares
    Change vs previous 13F -141 shares

    0.17% of the 13F portfolio, value $442,299.

    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 2,136 shares
    Change vs previous 13F +1 shares

    0.19% of the 13F portfolio, value $513,205.

    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 2,135 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $506,374.

    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).