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Intergy Private Wealth, LLC

SEC CIK
0001911342
Latest filing
Jul 17, 2026

AAPL holding history

Apple Inc. in every 13F filed by Intergy Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
17,168
Value
$4.97M
% of portfolio
1.1%
Quarters held
19
Since Q4 2021
Holdings of AAPL by Intergy Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,168$4.97M1.1%−576−3.2%ReducedHolders
Q1 202617,744$4.50M1.3%+140+0.8%AddedHolders
Q4 202517,604$4.79M1.4%−269−1.5%ReducedHolders
Q3 202517,873$4.55M1.4%+1,337+8.1%AddedHolders
Q2 202516,536$3.39M1.2%+1,925+13.2%AddedHolders
Q1 202514,611$3.25M1.2%+305+2.1%AddedHolders
Q4 202414,306$3.58M1.3%+651+4.8%AddedHolders
Q3 202413,655$3.18M1.2%+568+4.3%AddedHolders
Q2 202413,087$2.76M1.1%+401+3.2%AddedHolders
Q1 202412,686$2.18M0.9%−266−2.1%ReducedHolders
Q4 202312,952$2.49M1.1%−17−0.1%ReducedHolders
Q3 202312,969$2.22M1.1%+263+2.1%AddedHolders
Q2 202312,706$2.46M1.2%+820+6.9%AddedHolders
Q1 202311,886$1.96M1.1%+921+8.4%AddedHolders
Q4 202210,965$1.42M0.9%+731+7.1%AddedHolders
Q3 202210,234$1.41M1.0%+986+10.7%AddedHolders
Q2 20229,248$1.26M1.0%+145+1.6%AddedHolders
Q1 20229,103$1.59M1.1%+3,251+55.6%AddedHolders
Q4 20215,852$1.04M0.8%–No prior filingHolders