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Disclosery

Intergy Private Wealth, LLC: VOT position timeline

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

Intergy Private Wealth, LLC held 9,481 VOT 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 9,481 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $2,904,113.

    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 9,481 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $2,439,978.

    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 9,481 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $2,646,528.

    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 9,481 shares
    Change vs previous 13F -83 shares

    0.87% of the 13F portfolio, value $2,785,350.

    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 9,564 shares
    Change vs previous 13F -10 shares

    0.93% of the 13F portfolio, value $2,719,802.

    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 9,574 shares
    Change vs previous 13F +1 shares

    0.89% of the 13F portfolio, value $2,342,094.

    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 9,573 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $2,429,267.

    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 9,573 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,330,810.

    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).