Intergy Private Wealth, LLC
Position in VZ — Verizon Communications Inc
CIK 1911342
COLORADO SPRINGS, CO
Position in VZ
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$207,084
-$50,191 QoQ
Shares Held
4,891
-4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,727
of 3,107 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VZ Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Intergy Private Wealth, LLC holds $409,032 across 2 Telecom Services names. VZ ranks #1 (50.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
This page
|
4,891 | $207,084 | |
| 2 | CMCSA |
Comcast Corp
|
8,226 | $201,948 |
All Filings in VZ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,084 | 4,891 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $257,275 | 5,125 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||