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Disclosery

Estate Planners Group, LLC: CLOZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Estate Planners Group, LLC on CLOZ, newest first. How the timeline and the estimate are built.

Estate Planners Group, LLC held 772,217 CLOZ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 772,217 shares
    Change vs previous 13F +16,051 shares

    9.23% of the 13F portfolio, value $20,401,987.

    13F-HR 0002118977-26-000004 filed by Estate Planners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 756,166 shares
    Change vs previous 13F +11,197 shares

    9.32% of the 13F portfolio, value $19,395,670.

    13F-HR 0002118977-26-000002 filed by Estate Planners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 744,969 shares
    Change vs previous 13F not available

    8.55% of the 13F portfolio, value $19,726,788.

    13F-HR 0002118977-26-000001 filed by Estate Planners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).