Intrepid Financial Planning Group LLC: IWS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Intrepid Financial Planning Group LLC on IWS, newest first. How the timeline and the estimate are built.
Intrepid Financial Planning Group LLC held 11,581 IWS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 11,581 sharesChange vs previous 13F -287 shares
0.65% of the 13F portfolio, value $1,906,208.
13F-HR 0001214659-26-009975 filed by Intrepid Financial Planning Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,868 sharesChange vs previous 13F -607 shares
0.7% of the 13F portfolio, value $1,729,705.
13F-HR 0001214659-26-006079 filed by Intrepid Financial Planning Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,475 sharesChange vs previous 13F -83 shares
0.67% of the 13F portfolio, value $1,759,599.
13F-HR 0001214659-26-001647 filed by Intrepid Financial Planning Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,558 sharesChange vs previous 13F -110 shares
0.67% of the 13F portfolio, value $1,754,028.
13F-HR 0001214659-25-016401 filed by Intrepid Financial Planning Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 12,668 sharesChange vs previous 13F -29 shares
0.7% of the 13F portfolio, value $1,673,974.
13F-HR 0001214659-25-011788 filed by Intrepid Financial Planning Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 12,697 sharesChange vs previous 13F +112 shares
0.74% of the 13F portfolio, value $1,599,385.
13F-HR 0001214659-25-007475 filed by Intrepid Financial Planning Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 12,585 sharesChange vs previous 13F -418 shares
0.69% of the 13F portfolio, value $1,627,739.
13F-HR 0001214659-25-002333 filed by Intrepid Financial Planning Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 13,003 sharesChange vs previous 13F not available
0.74% of the 13F portfolio, value $1,719,703.
13F-HR 0001214659-24-018331 filed by Intrepid Financial Planning Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).