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Estate Planners Group, LLC
Yield
Concentrated trader
CIK: 0002118977 | YARDLEY, PA
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Q1 2026 vs Q2 2026 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q2 2026
13F-HR
73
$221.1M
2026-08-13
SEC ↗
Q1 2026
13F-HR
76
$208.1M
2026-05-11
SEC ↗
Q4 2025
13F-HR
512
$230.6M
2026-04-07
SEC ↗