Estate Planners Group, LLC: VT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Estate Planners Group, LLC on VT, newest first. How the timeline and the estimate are built.
Estate Planners Group, LLC held 4,229 VT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 4,229 sharesChange vs previous 13F +384 shares
0.3% of the 13F portfolio, value $663,696.
13F-HR 0002118977-26-000004 filed by Estate Planners Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,845 sharesChange vs previous 13F not available
0.26% of the 13F portfolio, value $531,796.
13F-HR 0002118977-26-000002 filed by Estate Planners Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).