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Estate Planners Group, LLC: QQQI position timeline

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

Estate Planners Group, LLC held 137,290 QQQI 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 137,290 shares
    Change vs previous 13F -3,612 shares

    3.53% of the 13F portfolio, value $7,796,672.

    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 140,902 shares
    Change vs previous 13F +4,485 shares

    3.36% of the 13F portfolio, value $7,001,400.

    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 136,417 shares
    Change vs previous 13F not available

    3.19% of the 13F portfolio, value $7,347,442.

    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).