Intergy Private Wealth, LLC

SEC CIK: 0001911342
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

USB holding history

US Bancorp DE 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.

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

Shares (Q2 2026): 4,885
Value: $295.1K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2025

Holdings of USB by Intergy Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,885	$295.1K	0.1%	−126−2.5%	Reduced	Holders
Q1 2026	5,011	$260.6K	0.1%	+696+16.1%	Added	Holders
Q4 2025	4,315	$230.2K	0.1%	+4,315	New	Holders