Intergy Private Wealth, LLC

SEC CIK: 0001911342
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

SAN holding history

Banco Santander, S.A. 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.

SAN overview All 13F holders of SAN Full Q2 2026 holdings

Shares (Q2 2026): 15,533
Value: $214.4K
% of portfolio: <0.1%
Quarters held: 5; Since Q2 2025

Holdings of SAN by Intergy Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	15,533	$214.4K	<0.1%	+626+4.2%	Added	Holders
Q1 2026	14,907	$168.2K	<0.1%	+84+0.6%	Added	Holders
Q4 2025	14,823	$173.9K	0.1%	+1,218+9.0%	Added	Holders
Q3 2025	13,605	$142.6K	<0.1%	+645+5.0%	Added	Holders
Q2 2025	12,960	$107.6K	<0.1%	+12,960	New	Holders