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Intrepid Financial Planning Group LLC: LOWV position timeline

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

Intrepid Financial Planning Group LLC held 113,193 LOWV 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 113,193 shares
    Change vs previous 13F -5,479 shares

    3.06% of the 13F portfolio, value $9,011,295.

    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 118,672 shares
    Change vs previous 13F -394 shares

    3.54% of the 13F portfolio, value $8,767,511.

    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 119,066 shares
    Change vs previous 13F +10,632 shares

    3.55% of the 13F portfolio, value $9,330,012.

    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 108,434 shares
    Change vs previous 13F +3,117 shares

    3.25% of the 13F portfolio, value $8,524,540.

    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 105,317 shares
    Change vs previous 13F +3,242 shares

    3.32% of the 13F portfolio, value $7,910,529.

    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 102,075 shares
    Change vs previous 13F not available

    3.3% of the 13F portfolio, value $7,119,731.

    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).