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Intergy Private Wealth, LLC

SEC CIK
0001911342
Latest filing
Jul 17, 2026

COST holding history

Costco Wholesale Corp 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.

COST overviewAll 13F holders of COSTFull Q2 2026 holdings

Shares (Q2 2026)
215
Value
$201.1K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of COST by Intergy Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026215$201.1K<0.1%−12−5.3%ReducedHolders
Q1 2026227$226.2K0.1%+227NewHolders