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Intrepid Financial Planning Group LLC: CAIE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Intrepid Financial Planning Group LLC on CAIE, newest first. How the timeline and the estimate are built.

Intrepid Financial Planning Group LLC held 404,833 CAIE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 404,833 shares
    Change vs previous 13F +99,949 shares

    3.74% of the 13F portfolio, value $11,015,516.

    13F-HR 0001214659-26-009975 filed by Intrepid Financial Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 304,884 shares
    Change vs previous 13F +94,956 shares

    3.09% of the 13F portfolio, value $7,664,772.

    13F-HR 0001214659-26-006079 filed by Intrepid Financial Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 209,928 shares
    Change vs previous 13F +57,392 shares

    2.13% of the 13F portfolio, value $5,613,475.

    13F-HR 0001214659-26-001647 filed by Intrepid Financial Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 152,536 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $4,190,164.

    13F-HR 0001214659-25-016401 filed by Intrepid Financial Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).