Intergy Private Wealth, LLC

Business address
13 S. Tejon St., Suite 400, Colorado Springs, CO, 80903
Top securities (13F)
QQQ, SCHD, VEA, SCHF, VV, AVDV, VUG, SPYG, DIA, ESGE, VT, AVUV, SPYV, BIV, IQLT, AAPL, ACWI, IEMG, AGG, and IWP
State of incorporation
CO
Fiscal year end
31 December
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Intergy Private Wealth, LLC has filed 18 SEC EDGAR filings since 17 Feb 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 14 Oct 2025 30 Sep 2025 028-22273
N-PX Open Document Open Filing 18 Aug 2025 30 Jun 2025 028-22273
13F-HR Open Document Open Filing 23 Jul 2025 30 Jun 2025 028-22273
13F-HR Open Document Open Filing 11 Apr 2025 31 Mar 2025 028-22273
13F-HR Open Document Open Filing 23 Jan 2025 31 Dec 2024 028-22273
13F-HR Open Document Open Filing 17 Oct 2024 30 Sep 2024 028-22273
N-PX Open Document Open Filing 19 Aug 2024 30 Jun 2024 028-22273
13F-HR Open Document Open Filing 15 Jul 2024 30 Jun 2024 028-22273
13F-HR Open Document Open Filing 24 Apr 2024 31 Mar 2024 028-22273
13F-HR Open Document Open Filing 11 Jan 2024 31 Dec 2023 028-22273
13F-HR Open Document Open Filing 19 Oct 2023 30 Sep 2023 028-22273
13F-HR Open Document Open Filing 11 Aug 2023 30 Jun 2023 028-22273
13F-HR Open Document Open Filing 04 May 2023 31 Mar 2023 028-22273
13F-HR Open Document Open Filing 19 Jan 2023 31 Dec 2022 028-22273
13F-HR Open Document Open Filing 19 Oct 2022 30 Sep 2022 028-22273
13F-HR Open Document Open Filing 13 Jul 2022 30 Jun 2022 028-22273
13F-HR Open Document Open Filing 25 Apr 2022 31 Mar 2022 028-22273
13F-HR Open Document Open Filing 17 Feb 2022 31 Dec 2021 028-22273