Estate Planners Group, LLC
All 13F Filings
Location
Yardley, PA
CIK
0002118977
All SEC filings
View on sec.gov
Filing ID
Report Period
Holdings
Value ($000)
Form Type
Date Filed
Name
000211897726000002
Q1 2026
73
208,110,142
13F-HR
5/11/2026
Estate Planners Group, LLC
000211897726000001
Q4 2025
477
230,624,446
13F-HR
4/7/2026
Estate Planners Group, LLC