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Intrepid Financial Planning Group LLC: IYW position timeline

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

Intrepid Financial Planning Group LLC held 8,198 IYW 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 8,198 shares
    Change vs previous 13F +6 shares

    0.7% of the 13F portfolio, value $2,067,782.

    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 8,192 shares
    Change vs previous 13F -86 shares

    0.6% of the 13F portfolio, value $1,486,193.

    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 8,278 shares
    Change vs previous 13F -4 shares

    0.63% of the 13F portfolio, value $1,652,951.

    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 8,282 shares
    Change vs previous 13F +952 shares

    0.62% of the 13F portfolio, value $1,622,113.

    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 7,330 shares
    Change vs previous 13F +2,571 shares

    0.53% of the 13F portfolio, value $1,270,069.

    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 4,759 shares
    Change vs previous 13F +1,915 shares

    0.31% of the 13F portfolio, value $668,354.

    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 2,844 shares
    Change vs previous 13F -36 shares

    0.19% of the 13F portfolio, value $453,675.

    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 2,880 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $436,666.

    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).