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Disclosery

Intergy Private Wealth, LLC: VV position timeline

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

Intergy Private Wealth, LLC held 48,026 VV 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 48,026 shares
    Change vs previous 13F +2,012 shares

    3.81% of the 13F portfolio, value $16,516,496.

    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 46,014 shares
    Change vs previous 13F +1,109 shares

    4.03% of the 13F portfolio, value $13,751,326.

    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 44,905 shares
    Change vs previous 13F -548 shares

    4.26% of the 13F portfolio, value $14,136,250.

    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 45,453 shares
    Change vs previous 13F +1,243 shares

    4.38% of the 13F portfolio, value $13,993,167.

    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 44,210 shares
    Change vs previous 13F +2,866 shares

    4.3% of the 13F portfolio, value $12,613,032.

    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 41,344 shares
    Change vs previous 13F +2,650 shares

    4.04% of the 13F portfolio, value $10,626,547.

    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 38,694 shares
    Change vs previous 13F +842 shares

    3.89% of the 13F portfolio, value $10,435,660.

    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 37,852 shares
    Change vs previous 13F not available

    3.8% of the 13F portfolio, value $9,966,114.

    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).