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Disclosery

Intergy Private Wealth, LLC: VSS position timeline

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

Intergy Private Wealth, LLC held 14,421 VSS 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 14,421 shares
    Change vs previous 13F +242 shares

    0.51% of the 13F portfolio, value $2,225,038.

    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 14,179 shares
    Change vs previous 13F -79 shares

    0.61% of the 13F portfolio, value $2,067,118.

    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 14,258 shares
    Change vs previous 13F +526 shares

    0.62% of the 13F portfolio, value $2,043,568.

    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 13,732 shares
    Change vs previous 13F +445 shares

    0.61% of the 13F portfolio, value $1,957,454.

    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 13,287 shares
    Change vs previous 13F +234 shares

    0.61% of the 13F portfolio, value $1,785,589.

    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 13,053 shares
    Change vs previous 13F -191 shares

    0.57% of the 13F portfolio, value $1,508,898.

    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 13,244 shares
    Change vs previous 13F +801 shares

    0.57% of the 13F portfolio, value $1,516,138.

    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 12,443 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,567,381.

    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).