Intergy Private Wealth, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Colorado Springs, CO
CIK
0001911342
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 71 199,926 13F-HR 10/19/2023 000191134223000002 Intergy Private Wealth, LLC
Q2 2023 73 204,202 13F-HR 8/11/2023 000108514623003280 Intergy Private Wealth, LLC
Q1 2023 69 178,689 13F-HR 5/3/2023 000108514623002039 Intergy Private Wealth, LLC
Q4 2022 64 159,905 13F-HR 1/18/2023 000108514623000199 Intergy Private Wealth, LLC
Q3 2022 62 140,953 13F-HR 10/18/2022 000108514622003492 Intergy Private Wealth, LLC
Q2 2022 61 126,804 13F-HR 7/13/2022 000108514622002384 Intergy Private Wealth, LLC
Q1 2022 49 143,367 13F-HR 4/25/2022 000108514622001530 Intergy Private Wealth, LLC
Q4 2021 48 127,969 13F-HR 2/17/2022 000108514622001191 Intergy Private Wealth, LLC