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Disclosery

Intergy Private Wealth, LLC: VEA position timeline

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

Intergy Private Wealth, LLC held 399,211 VEA 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 399,211 shares
    Change vs previous 13F +932 shares

    6.57% of the 13F portfolio, value $28,443,757.

    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 398,279 shares
    Change vs previous 13F +13,736 shares

    7.49% of the 13F portfolio, value $25,521,693.

    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 384,543 shares
    Change vs previous 13F +8,740 shares

    7.25% of the 13F portfolio, value $24,022,424.

    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 375,803 shares
    Change vs previous 13F +2,108 shares

    7.04% of the 13F portfolio, value $22,517,308.

    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 373,695 shares
    Change vs previous 13F -317 shares

    7.27% of the 13F portfolio, value $21,304,346.

    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 374,012 shares
    Change vs previous 13F +5,031 shares

    7.23% of the 13F portfolio, value $19,011,028.

    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 368,981 shares
    Change vs previous 13F +16,662 shares

    6.58% of the 13F portfolio, value $17,644,669.

    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 352,319 shares
    Change vs previous 13F not available

    7.09% of the 13F portfolio, value $18,606,110.

    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).