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Intergy Private Wealth, LLC: VNQ position timeline

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

Intergy Private Wealth, LLC held 41,061 VNQ 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 41,061 shares
    Change vs previous 13F +1,721 shares

    0.91% of the 13F portfolio, value $3,959,505.

    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 39,340 shares
    Change vs previous 13F +721 shares

    1.02% of the 13F portfolio, value $3,489,459.

    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 38,619 shares
    Change vs previous 13F +970 shares

    1.03% of the 13F portfolio, value $3,417,387.

    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 37,649 shares
    Change vs previous 13F +2,095 shares

    1.08% of the 13F portfolio, value $3,442,176.

    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 35,554 shares
    Change vs previous 13F +618 shares

    1.08% of the 13F portfolio, value $3,166,438.

    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 34,936 shares
    Change vs previous 13F +152 shares

    1.2% of the 13F portfolio, value $3,163,073.

    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 34,784 shares
    Change vs previous 13F +607 shares

    1.16% of the 13F portfolio, value $3,098,557.

    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 34,177 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $3,329,543.

    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).