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Manager record

Estate Planners Group, LLC

Yardley, PA · CIK 2118977 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$221.13MReported 13F valueQ2 2026 · as filed
73Holdings listed
+6.3%vs prior quartervalue change includes market moves
3Quarters on record
Aug 13Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $230.6M$230.6MQ4 2025512 holdingsQ1 2026: $208.1M$208.1MQ1 202676 holdingsQ2 2026: $221.1M$221.1MQ2 202673 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 13 2026 13F-HR · period Q2 2026

$221.13M · 73 holdings listed · View original SEC filing ↗
May 11 2026 13F-HR · period Q1 2026

$208.11M · 76 holdings listed · View original SEC filing ↗
Apr 07 2026 13F-HR · period Q4 2025

$230.62M · 512 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 13, 2026 · Change methodology