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Intergy Private Wealth, LLC

SEC CIK
0001911342
Latest filing
Jul 17, 2026

SAP holding history

SAP SE 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.

SAP overviewAll 13F holders of SAPFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q1 2025
Holdings of SAP by Intergy Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−807−100.0%Sold outHolders
Q3 2025807$215.6K0.1%−194−19.4%ReducedHolders
Q2 20251,001$304.4K0.1%+179+21.8%AddedHolders
Q1 2025822$220.7K0.1%+822NewHolders