Superior Planning, LLC’s Intrepid Potash IPI Stock Holding History

Superior Planning, LLC’s Portfolio IPI Stock Details IPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.02K	Buy	+94	New	+$3.42K	﹤0.01%	1406

Other funds holding IPI

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Panagora Asset Management Boston, Massachusetts $33.2B AUM 43.67% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Azarias Capital Management Berwyn, Pennsylvania $168M AUM 10.75% 1-Year Est. Return

Superior Planning, LLC's IPI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Intrepid Potash (IPI) in Q3 2026: 94 shares worth $3.02K. The stake represents ﹤0.01% of the portfolio and ranks #1406 among its holdings.

77 funds tracked by Wall St. Rank hold IPI as of Q3 2026.

Superior Planning, LLC held 94 shares of Intrepid Potash worth $3.02K as of Q3 2026.
Intrepid Potash was a new Superior Planning, LLC position in Q3 2026.
Intrepid Potash made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1406 holding.
77 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.