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Disclosery

Intergy Private Wealth, LLC: VGSH position timeline

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

Intergy Private Wealth, LLC held 5,341 VGSH 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 5,341 shares
    Change vs previous 13F +778 shares

    0.07% of the 13F portfolio, value $310,818.

    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 4,563 shares
    Change vs previous 13F +244 shares

    0.08% of the 13F portfolio, value $267,095.

    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 4,319 shares
    Change vs previous 13F +204 shares

    0.08% of the 13F portfolio, value $253,663.

    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 4,115 shares
    Change vs previous 13F +209 shares

    0.08% of the 13F portfolio, value $242,175.

    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 3,906 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $229,609.

    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).