Intrepid Financial Planning Group LLC

Position in NWBI — Northwest Bancshares, Inc.

CIK 1641296 CARMEL, IN

Position in NWBI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,773,036

+$443,762 QoQ

Shares Held

182,918

-0.3% QoQ

Ownership

0.125%

of shares outstanding

% of Portfolio

2.29%

of 13F equity value

Holder Rank

#50

of 314 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Intrepid Financial Planning Group LLC holds $4,554,867 across 4 Banks - Regional names. NWBI ranks #1 (60.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NWBI	Northwest Bancshares, Inc. This page	182,918	$2,773,036
2	ONB	Old National Bancorp /In/	26,145	$677,155
3	FFBC	First Financial Bancorp /Oh/	17,000	$575,110
4	FRME	First Merchants Corp	12,121	$529,566

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,773,036	182,918	-0.3%	Shares	Sole	2026-08-12
2026-03-31	$2,329,274	183,552	-2.2%	Shares	Sole	2026-05-13
2025-12-31	$2,251,824	187,652	-3.4%	Shares	Sole	2026-02-13
2025-09-30	$2,405,791	194,172	0.0%	Shares	Sole	2025-11-13
2025-06-30	$2,481,518	194,172	0.0%	Shares	Sole	2025-08-11
2025-03-31	$2,333,947	194,172	-36.7%	Shares	Sole	2025-05-13
2024-12-31	$4,044,212	306,612	0.0%	Shares	Sole	2025-02-10
2024-09-30	$4,102,468	306,612	0.0%	Shares	Sole	2024-11-04
2024-06-30	$3,541,368	306,612	0.0%	Shares	Sole	2024-08-12
2024-03-31	$3,572,029	306,612	0.0%	Shares	Sole	2024-05-13
2023-12-31	$3,826,517	306,612	0.0%	Shares	Sole	2024-02-13
2023-09-30	$3,136,640	306,612	+0.2%	Shares	Sole	2023-11-03
2023-06-30	$3,242,455	305,892	0.0%	Shares	Sole	2023-08-09
2023-03-31	$3,679,880	305,892	-0.5%	Shares	Sole	2023-05-02
2022-12-31	$4,299,856	307,572	0.0%	Shares	Sole	2023-02-02
2022-09-30	$4,155,297	307,572	0.0%	Shares	Sole	2022-11-07
2022-06-30	$3,936,921	307,572	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.