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Disclosery

Estate Planners Group, LLC: PDI position timeline

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

Estate Planners Group, LLC held 1,363,819 PDI 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 1,363,819 shares
    Change vs previous 13F +54,909 shares

    10.3% of the 13F portfolio, value $22,775,783.

    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 1,308,910 shares
    Change vs previous 13F +15,794 shares

    10.76% of the 13F portfolio, value $22,395,449.

    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 1,293,116 shares
    Change vs previous 13F not available

    9.93% of the 13F portfolio, value $22,901,081.

    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).