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Disclosery

Estate Planners Group, LLC: SPY position timeline

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

Estate Planners Group, LLC held 19,651 SPY 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 19,651 shares
    Change vs previous 13F +4,673 shares

    6.64% of the 13F portfolio, value $14,675,014.

    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 14,978 shares
    Change vs previous 13F -211 shares

    4.68% of the 13F portfolio, value $9,740,675.

    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 15,189 shares
    Change vs previous 13F not available

    4.49% of the 13F portfolio, value $10,357,811.

    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).