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Disclosery

Intergy Private Wealth, LLC: VT position timeline

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

Intergy Private Wealth, LLC held 36,848 VT 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 36,848 shares
    Change vs previous 13F -14,419 shares

    1.34% of the 13F portfolio, value $5,783,368.

    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 51,267 shares
    Change vs previous 13F -130 shares

    2.08% of the 13F portfolio, value $7,091,220.

    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 51,397 shares
    Change vs previous 13F +403 shares

    2.19% of the 13F portfolio, value $7,250,038.

    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 50,994 shares
    Change vs previous 13F +788 shares

    2.2% of the 13F portfolio, value $7,026,968.

    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 50,206 shares
    Change vs previous 13F +88 shares

    2.2% of the 13F portfolio, value $6,452,394.

    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 50,118 shares
    Change vs previous 13F -558 shares

    2.21% of the 13F portfolio, value $5,811,198.

    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 50,676 shares
    Change vs previous 13F +442 shares

    2.22% of the 13F portfolio, value $5,953,455.

    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 50,234 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $6,013,010.

    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).