Intergy Private Wealth »

Vale shares owned by Intergy Private Wealth

Quarter-by-quarter ownership of Vale (VALE) shares owned by Intergy Private Wealth from 13F filings

Historical chart of Intergy Private Wealth investment in Vale

Tip: Access up to 7 years of quarterly data

All positions including Vale held by Intergy Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vale by Intergy Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $181k 14k 13.03
2025-09-30 $125k 12k 10.86

More positions owned by Intergy Private Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Large Cap Etf (VV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Esg Awr Msci Em (ESGE)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Intergy Private Wealth

Top funds holding Vale

Capital World Investors
BlackRock
GQG Partners
FMR
Arrowstreet Capital, Limited Partnership
Goldman Sachs Group
Capital Research and Management Company - Division 3
Susquehanna International
Lazard Asset Management
Fisher Investments
Robeco Institutional Asset Management B V
UBS Group
Orbis Allan Gray
Connor, Clark & Lunn Investment Management
Invesco

View all funds holding Vale