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Intrepid Financial Planning Group LLC: IWD position timeline

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

Intrepid Financial Planning Group LLC held 10,182 IWD 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 10,182 shares
    Change vs previous 13F -82 shares

    0.84% of the 13F portfolio, value $2,468,382.

    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 10,264 shares
    Change vs previous 13F -779 shares

    0.89% of the 13F portfolio, value $2,193,010.

    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 11,043 shares
    Change vs previous 13F -157 shares

    0.88% of the 13F portfolio, value $2,322,822.

    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 11,200 shares
    Change vs previous 13F -124 shares

    0.87% of the 13F portfolio, value $2,280,152.

    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).

  5. period ended2025-06-30
    13F 11,324 shares
    Change vs previous 13F -6 shares

    0.92% of the 13F portfolio, value $2,199,527.

    13F-HR 0001214659-25-011788 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).

  6. period ended2025-03-31
    13F 11,330 shares
    Change vs previous 13F -574 shares

    0.99% of the 13F portfolio, value $2,131,805.

    13F-HR 0001214659-25-007475 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).

  7. period ended2024-12-31
    13F 11,904 shares
    Change vs previous 13F -346 shares

    0.93% of the 13F portfolio, value $2,203,819.

    13F-HR 0001214659-25-002333 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).

  8. period ended2024-09-30
    13F 12,250 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $2,325,137.

    13F-HR 0001214659-24-018331 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).