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Disclosery

Intergy Private Wealth, LLC: VTEB position timeline

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

Intergy Private Wealth, LLC held 29,284 VTEB 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 29,284 shares
    Change vs previous 13F +562 shares

    0.34% of the 13F portfolio, value $1,481,177.

    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 28,722 shares
    Change vs previous 13F +300 shares

    0.42% of the 13F portfolio, value $1,432,949.

    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 28,422 shares
    Change vs previous 13F +165 shares

    0.43% of the 13F portfolio, value $1,429,326.

    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 28,257 shares
    Change vs previous 13F +1,474 shares

    0.44% of the 13F portfolio, value $1,414,852.

    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 26,783 shares
    Change vs previous 13F +411 shares

    0.45% of the 13F portfolio, value $1,313,154.

    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 26,372 shares
    Change vs previous 13F -1,575 shares

    0.5% of the 13F portfolio, value $1,308,603.

    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 27,947 shares
    Change vs previous 13F -1,858 shares

    0.52% of the 13F portfolio, value $1,400,994.

    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 29,805 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,523,629.

    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).