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Livermore
Livermore
ZHEN

Intergy Private Wealth, LLC

SEC CIK
0001911342
Latest filing
Jul 17, 2026

CADE holding history

Cadence Bancorporation 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.

CADE overviewAll 13F holders of CADEFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q4 2021
Holdings of CADE by Intergy Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−14,213−100.0%Sold outHolders
Q4 202514,213$608.9K0.2%−35−0.2%ReducedHolders
Q3 202514,248$534.9K0.2%−175−1.2%ReducedHolders
Q2 202514,423$461.2K0.2%−1,113−7.2%ReducedHolders
Q1 202515,536$471.7K0.2%−966−5.9%ReducedHolders
Q4 202416,502$568.5K0.2%−385−2.3%ReducedHolders
Q3 202416,887$537.9K0.2%−193−1.1%ReducedHolders
Q2 202417,080$483.0K0.2%−700−3.9%ReducedHolders
Q1 202417,780$515.6K0.2%−586−3.2%ReducedHolders
Q4 202318,366$543.5K0.2%−851−4.4%ReducedHolders
Q3 202319,217$407.8K0.2%−1,750−8.3%ReducedHolders
Q2 202320,967$411.8K0.2%00.0%UnchangedHolders
Q1 202320,967$435.3K0.2%00.0%UnchangedHolders
Q4 202220,967$517.0K0.3%−567−2.6%ReducedHolders
Q3 202221,534$547.0K0.4%00.0%UnchangedHolders
Q2 202221,534$506.0K0.4%−220−1.0%ReducedHolders
Q1 202221,754$637.0K0.4%+28+0.1%AddedHolders
Q4 202121,726$647.0K0.5%–No prior filingHolders