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Disclosery

Intrepid Financial Planning Group LLC: XLP position timeline

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

Intrepid Financial Planning Group LLC held 8,705 XLP 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 8,705 shares
    Change vs previous 13F -187 shares

    0.25% of the 13F portfolio, value $723,088.

    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 8,892 shares
    Change vs previous 13F -337 shares

    0.29% of the 13F portfolio, value $728,957.

    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 9,229 shares
    Change vs previous 13F -271 shares

    0.27% of the 13F portfolio, value $716,935.

    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 9,500 shares
    Change vs previous 13F -245 shares

    0.28% of the 13F portfolio, value $744,480.

    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 9,745 shares
    Change vs previous 13F -56 shares

    0.33% of the 13F portfolio, value $789,043.

    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 9,801 shares
    Change vs previous 13F -275 shares

    0.37% of the 13F portfolio, value $800,466.

    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 10,076 shares
    Change vs previous 13F -199 shares

    0.33% of the 13F portfolio, value $792,052.

    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 10,275 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $852,825.

    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).