Skip to content
Disclosery

Intrepid Financial Planning Group LLC: JEPQ position timeline

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

Intrepid Financial Planning Group LLC held 97,381 JEPQ 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 97,381 shares
    Change vs previous 13F +1,136 shares

    2.03% of the 13F portfolio, value $5,985,036.

    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 96,245 shares
    Change vs previous 13F -987 shares

    2.15% of the 13F portfolio, value $5,326,034.

    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 97,232 shares
    Change vs previous 13F -1,205 shares

    2.15% of the 13F portfolio, value $5,651,124.

    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 98,437 shares
    Change vs previous 13F +4,578 shares

    2.16% of the 13F portfolio, value $5,662,096.

    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 93,859 shares
    Change vs previous 13F +8,279 shares

    2.15% of the 13F portfolio, value $5,105,930.

    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 85,580 shares
    Change vs previous 13F +7,737 shares

    2.05% of the 13F portfolio, value $4,431,332.

    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 77,843 shares
    Change vs previous 13F +37,555 shares

    1.85% of the 13F portfolio, value $4,388,788.

    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 40,288 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $2,213,020.

    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).