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Intrepid Financial Planning Group LLC

Position in DXYZ — Destiny Tech100 Inc.

CIK 1641296 CARMEL, IN

Position in DXYZ

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$508,553
+$261,341 QoQ
Shares Held
19,742
+370.0% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#38
of 153 holders
Holding Since
Dec 2024
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in DXYZ Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Intrepid Financial Planning Group LLC holds $1,941,538 across 2 Asset Management names. DXYZ ranks #2 (26.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 DXYZ
Destiny Tech100 Inc.
This page
19,742 $508,553

All Filings in DXYZ

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $508,553 19,742
2024-12-31 $247,212 4,200