Skip to content
Disclosery

Intergy Private Wealth, LLC: VOE position timeline

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

Intergy Private Wealth, LLC held 9,709 VOE 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 9,709 shares
    Change vs previous 13F +1,566 shares

    0.44% of the 13F portfolio, value $1,918,583.

    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 8,143 shares
    Change vs previous 13F +129 shares

    0.44% of the 13F portfolio, value $1,500,556.

    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 8,014 shares
    Change vs previous 13F +235 shares

    0.43% of the 13F portfolio, value $1,421,381.

    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 7,779 shares
    Change vs previous 13F +628 shares

    0.42% of the 13F portfolio, value $1,357,974.

    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 7,151 shares
    Change vs previous 13F +155 shares

    0.4% of the 13F portfolio, value $1,176,055.

    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 6,996 shares
    Change vs previous 13F -81 shares

    0.43% of the 13F portfolio, value $1,123,111.

    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 7,077 shares
    Change vs previous 13F +137 shares

    0.43% of the 13F portfolio, value $1,144,854.

    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 6,940 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,163,647.

    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).