Intrepid Financial Planning Group LLC
Position in FRME — First Merchants Corp
CIK 1641296
CARMEL, IN
Position in FRME
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$529,566
+$60,120 QoQ
Shares Held
12,121
0.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#169
of 307 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FRME Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Intrepid Financial Planning Group LLC holds $4,554,867 across 4 Banks - Regional names. FRME ranks #4 (11.6% of the industry book) .
All Filings in FRME
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $529,566 | 12,121 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $469,446 | 12,121 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $454,295 | 12,121 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $613,793 | 16,281 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $562,320 | 14,682 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $593,740 | 14,682 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $585,664 | 14,682 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $550,560 | 14,800 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $492,692 | 14,800 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $516,520 | 14,800 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $548,784 | 14,800 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $414,712 | 14,907 | Shares | Sole | 2023-11-03 | |
| 2023-03-31 | $215,855 | 6,551 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $269,311 | 6,551 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $253,392 | 6,551 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $233,382 | 6,552 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||