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Intrepid Financial Planning Group LLC: PGX position timeline

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

Intrepid Financial Planning Group LLC held 0 PGX 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 0 shares
    Change vs previous 13F -221,034 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 221,034 shares
    Change vs previous 13F -368,377 shares

    0.97% of the 13F portfolio, value $2,401,640.

    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 589,411 shares
    Change vs previous 13F -102,682 shares

    2.52% of the 13F portfolio, value $6,624,980.

    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 692,093 shares
    Change vs previous 13F -148,131 shares

    3.06% of the 13F portfolio, value $8,028,278.

    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 840,224 shares
    Change vs previous 13F -14,813 shares

    3.93% of the 13F portfolio, value $9,351,692.

    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 855,037 shares
    Change vs previous 13F -30,546 shares

    4.44% of the 13F portfolio, value $9,593,514.

    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 885,583 shares
    Change vs previous 13F -193,381 shares

    4.31% of the 13F portfolio, value $10,210,771.

    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 1,078,964 shares
    Change vs previous 13F not available

    5.71% of the 13F portfolio, value $13,325,204.

    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).