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Intrepid Financial Planning Group LLC: SPY position timeline

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

Intrepid Financial Planning Group LLC held 27,923 SPY 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 27,923 shares
    Change vs previous 13F -314 shares

    7.09% of the 13F portfolio, value $20,852,366.

    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 28,237 shares
    Change vs previous 13F -786 shares

    7.41% of the 13F portfolio, value $18,363,796.

    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 29,023 shares
    Change vs previous 13F -704 shares

    7.52% of the 13F portfolio, value $19,791,372.

    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 29,727 shares
    Change vs previous 13F -578 shares

    7.55% of the 13F portfolio, value $19,803,408.

    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 30,305 shares
    Change vs previous 13F -155 shares

    7.87% of the 13F portfolio, value $18,724,161.

    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 30,460 shares
    Change vs previous 13F -733 shares

    7.89% of the 13F portfolio, value $17,039,032.

    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 31,193 shares
    Change vs previous 13F -1,332 shares

    7.72% of the 13F portfolio, value $18,281,341.

    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 32,525 shares
    Change vs previous 13F not available

    7.99% of the 13F portfolio, value $18,661,699.

    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).