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Livermore
Livermore
ZHEN

Intrepid Financial Planning Group LLC

SEC CIK
0001641296
Latest filing
Aug 12, 2026

V holding history

Visa Inc. in every 13F filed by Intrepid Financial Planning Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
9,954
Value
$3.42M
% of portfolio
1.2%
Quarters held
17
Since Q2 2022
Holdings of V by Intrepid Financial Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,954$3.42M1.2%−35−0.4%ReducedHolders
Q1 20269,989$3.02M1.2%−110−1.1%ReducedHolders
Q4 202510,099$3.54M1.3%−8−0.1%ReducedHolders
Q3 202510,107$3.45M1.3%−197−1.9%ReducedHolders
Q2 202510,304$3.66M1.5%−814−7.3%ReducedHolders
Q1 202511,118$3.90M1.8%−468−4.0%ReducedHolders
Q4 202411,586$3.66M1.5%−165−1.4%ReducedHolders
Q3 202411,751$3.23M1.4%−451−3.7%ReducedHolders
Q2 202412,202$3.20M1.4%−157−1.3%ReducedHolders
Q1 202412,359$3.45M1.5%−85−0.7%ReducedHolders
Q4 202312,444$3.24M1.5%−265−2.1%ReducedHolders
Q3 202312,709$2.92M1.5%−460−3.5%ReducedHolders
Q2 202313,169$3.13M1.5%−168−1.3%ReducedHolders
Q1 202313,337$3.01M1.5%−95−0.7%ReducedHolders
Q4 202213,432$2.79M1.5%−55−0.4%ReducedHolders
Q3 202213,487$2.40M1.4%+30+0.2%AddedHolders
Q2 202213,457$2.65M1.5%–No prior filingHolders