Position in W
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$462,100
+$86,050 QoQ
Shares Held
5,000
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#260
of 452 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in W Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Intrepid Financial Planning Group LLC holds $4,268,866 across 2 Internet Retail names. W ranks #2 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
15,972 | $3,806,766 | |
| 2 | W |
Wayfair Inc.
This page
|
5,000 | $462,100 |
All Filings in W
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $462,100 | 5,000 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $376,050 | 5,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $502,050 | 5,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $446,650 | 5,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $255,700 | 5,000 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $221,600 | 5,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $280,900 | 5,000 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||