Intergy Private Wealth, LLC
- SEC CIK
- 0001911342
- Latest filing
- Jul 17, 2026
SMFG holding history
Sumitomo Mitsui Financial Group, 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.
SMFG overviewAll 13F holders of SMFGFull Q2 2026 holdings
- Shares (Q2 2026)
- 13,304
- Value
- $313.7K
- % of portfolio
- 0.1%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 13,304 | $313.7K | 0.1% | +671+5.3% | Added | Holders |
| Q1 2026 | 12,633 | $249.5K | 0.1% | −167−1.3% | Reduced | Holders |
| Q4 2025 | 12,800 | $247.4K | 0.1% | +657+5.4% | Added | Holders |
| Q3 2025 | 12,143 | $203.3K | 0.1% | +1,132+10.3% | Added | Holders |
| Q2 2025 | 11,011 | $166.4K | 0.1% | +11,011 | New | Holders |