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Intergy Private Wealth, LLCETFConcentrated long-term

CIK: 0001911342 | COLORADO SPRINGS, CO

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR141$445.2M2026-10-16SEC ↗
Q2 2026
13F-HR147$433.0M2026-07-17SEC ↗
Q1 2026
13F-HR123$341.0M2026-04-16SEC ↗
Q4 2025
13F-HR116$331.5M2026-01-22SEC ↗
Q3 2025
13F-HR109$319.7M2025-10-14SEC ↗
Q2 2025
13F-HR101$293.1M2025-07-23SEC ↗
Q1 2025
13F-HR94$263.0M2025-04-11SEC ↗
Q4 2024
13F-HR92$268.0M2025-01-23SEC ↗
Q3 2024
13F-HR88$262.5M2024-10-17SEC ↗
Q2 2024
13F-HR80$242.5M2024-07-15SEC ↗
Q1 2024
13F-HR78$243.1M2024-04-24SEC ↗
Q4 2023
13F-HR73$231.3M2024-01-11SEC ↗
Q3 2023
13F-HR71$199.9M2023-10-19SEC ↗
Q2 2023
13F-HR73$204.2M2023-08-11SEC ↗
Q1 2023
13F-HR69$178.7M2023-05-04SEC ↗
Q4 2022
13F-HR64$159.9M2023-01-19SEC ↗
Q3 2022
13F-HR62$141.0K2022-10-19SEC ↗
Q2 2022
13F-HR61$126.8K2022-07-13SEC ↗
Q1 2022
13F-HR49$143.4K2022-04-25SEC ↗
Q4 2021
13F-HR48$128.0K2022-02-17SEC ↗