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Intrepid Financial Planning Group LLC: JEPI position timeline

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

Intrepid Financial Planning Group LLC held 133,479 JEPI 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 133,479 shares
    Change vs previous 13F -3,003 shares

    2.56% of the 13F portfolio, value $7,538,894.

    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 136,482 shares
    Change vs previous 13F -2,196 shares

    3.12% of the 13F portfolio, value $7,718,229.

    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 138,678 shares
    Change vs previous 13F -1,143 shares

    3.01% of the 13F portfolio, value $7,927,053.

    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 139,821 shares
    Change vs previous 13F +5,745 shares

    3.04% of the 13F portfolio, value $7,983,779.

    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 134,076 shares
    Change vs previous 13F +12,442 shares

    3.2% of the 13F portfolio, value $7,622,221.

    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 121,634 shares
    Change vs previous 13F +5,616 shares

    3.22% of the 13F portfolio, value $6,950,167.

    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 116,018 shares
    Change vs previous 13F +67,781 shares

    2.82% of the 13F portfolio, value $6,674,516.

    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 48,237 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $2,870,584.

    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).