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Intergy Private Wealth, LLC

SEC CIK
0001911342
Latest filing
Jul 17, 2026

UL holding history

Unilever PLC 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.

UL overviewAll 13F holders of ULFull Q2 2026 holdings

Shares (Q2 2026)
3,857
Value
$231.9K
% of portfolio
0.1%
Quarters held
2
Since Q3 2024
Holdings of UL by Intergy Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,857$231.9K0.1%+3,857NewHolders
Q4 20240$00.0%−3,101−100.0%Sold outHolders
Q3 20243,101$201.4K0.1%+3,101NewHolders