Intergy Private Wealth - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Intergy Private Wealth going back to Feb. 17, 2022
- Intergy Private Wealth 2026 Q1 - filed April 16, 2026 - new!
- Intergy Private Wealth 2025 Q4 - filed Jan. 22, 2026
- Intergy Private Wealth 2025 Q3 - filed Oct. 14, 2025
- Intergy Private Wealth 2025 Q2 - filed July 23, 2025
- Intergy Private Wealth 2025 Q1 - filed April 11, 2025
- Intergy Private Wealth 2024 Q4 - filed Jan. 23, 2025
- Intergy Private Wealth 2024 Q3 - filed Oct. 17, 2024
- Intergy Private Wealth 2024 Q2 - filed July 15, 2024
- Intergy Private Wealth 2024 Q1 - filed April 24, 2024
- Intergy Private Wealth 2023 Q4 - filed Jan. 11, 2024
- Intergy Private Wealth 2023 Q3 - filed Oct. 19, 2023
- Intergy Private Wealth 2023 Q2 - filed Aug. 11, 2023
- Intergy Private Wealth 2023 Q1 - filed May 4, 2023
- Intergy Private Wealth 2022 Q4 - filed Jan. 19, 2023
- Intergy Private Wealth 2022 Q3 - filed Oct. 19, 2022
- Intergy Private Wealth 2022 Q2 - filed July 13, 2022
- Intergy Private Wealth 2022 Q1 - filed April 25, 2022
- Intergy Private Wealth 2021 Q4 - filed Feb. 17, 2022