Intergy Private Wealth, LLC
- SEC CIK
- 0001911342
- Latest filing
- Jul 17, 2026
NSP holding history
Insperity, 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.
NSP overviewAll 13F holders of NSPFull Q2 2026 holdings
- Shares (Q2 2026)
- 12,165
- Value
- $502.5K
- % of portfolio
- 0.1%
- Quarters held
- 19
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 12,165 | $502.5K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 12,165 | $328.9K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 12,165 | $471.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 12,165 | $598.5K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2025 | 12,165 | $731.4K | 0.2% | −13−0.1% | Reduced | Holders |
| Q1 2025 | 12,178 | $1.09M | 0.4% | +13+0.1% | Added | Holders |
| Q4 2024 | 12,165 | $942.9K | 0.4% | 00.0% | Unchanged | Holders |
| Q3 2024 | 12,165 | $1.07M | 0.4% | 00.0% | Unchanged | Holders |
| Q2 2024 | 12,165 | $1.11M | 0.5% | 00.0% | Unchanged | Holders |
| Q1 2024 | 12,165 | $1.33M | 0.5% | 00.0% | Unchanged | Holders |
| Q4 2023 | 12,165 | $1.43M | 0.6% | −2,300−15.9% | Reduced | Holders |
| Q3 2023 | 14,465 | $1.41M | 0.7% | −2,170−13.0% | Reduced | Holders |
| Q2 2023 | 16,635 | $1.98M | 1.0% | 00.0% | Unchanged | Holders |
| Q1 2023 | 16,635 | $2.02M | 1.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 16,635 | $1.89M | 1.2% | −1,841−10.0% | Reduced | Holders |
| Q3 2022 | 18,476 | $1.89M | 1.3% | −3,641−16.5% | Reduced | Holders |
| Q2 2022 | 22,117 | $2.21M | 1.7% | −2,000−8.3% | Reduced | Holders |
| Q1 2022 | 24,117 | $2.42M | 1.7% | 00.0% | Unchanged | Holders |
| Q4 2021 | 24,117 | $2.85M | 2.2% | – | No prior filing | Holders |