Estate Planners Group, LLC quarter change: Foreign Warrants, Reduced
In warrants (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Estate Planners Group, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2118977): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Miller Capital Partners, Inc. | United States | $0.208B | 262 |
| BlackDiamond Wealth Management, LLC | United States | $0.208B | 203 |
| American State Bank (Iowa) | United States | $0.208B | 136 |
| STEINBERGANNA WEALTH MANAGEMENT | United States | $0.208B | 132 |
| Catawba River Capital | United States | $0.208B | 24 |
| Geneva Partners, LLC | United States | $0.208B | 63 |
| Summit Place Financial Advisors, LLC | United States | $0.208B | 106 |
| Ma Investment Partnership, LP | United States | $0.208B | 10 |
| Wealth Intelligence, LLC | United States | $0.208B | 58 |
| Fox Hill Wealth Management | United States | $0.208B | 117 |