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Intergy Private Wealth, LLC

SEC CIK
0001911342
Latest filing
Jul 17, 2026

HD holding history

Home Depot, 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.

HD overviewAll 13F holders of HDFull Q2 2026 holdings

Shares (Q2 2026)
808
Value
$285.0K
% of portfolio
0.1%
Quarters held
8
Since Q3 2024
Holdings of HD by Intergy Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026808$285.0K0.1%+57+7.6%AddedHolders
Q1 2026751$247.1K0.1%+69+10.1%AddedHolders
Q4 2025682$234.7K0.1%−14−2.0%ReducedHolders
Q3 2025696$282.1K0.1%+35+5.3%AddedHolders
Q2 2025661$242.2K0.1%+11+1.7%AddedHolders
Q1 2025650$238.1K0.1%−12−1.8%ReducedHolders
Q4 2024662$257.4K0.1%+40+6.4%AddedHolders
Q3 2024622$252.0K0.1%+622NewHolders