0002118977-26-000004.txt : 20260813
0002118977-26-000004.hdr.sgml : 20260813
20260813142412
ACCESSION NUMBER: 0002118977-26-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20260630
FILED AS OF DATE: 20260813
DATE AS OF CHANGE: 20260813
EFFECTIVENESS DATE: 20260813
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Estate Planners Group, LLC
CENTRAL INDEX KEY: 0002118977
ORGANIZATION NAME:
EIN: 800033299
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-26797
FILM NUMBER: 261272398
BUSINESS ADDRESS:
STREET 1: 37 S DELAWARE AVE, STE 1
CITY: YARDLEY
STATE: PA
ZIP: 19067
BUSINESS PHONE: (215) 321-4410
MAIL ADDRESS:
STREET 1: 37 S DELAWARE AVE, STE 1
CITY: YARDLEY
STATE: PA
ZIP: 19067
13F-HR
1
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0002118977
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06-30-2026
06-30-2026
Estate Planners Group, LLC
37 S DELAWARE AVE, STE 1
YARDLEY
PA
19067
13F HOLDINGS REPORT
028-26797
000124418
801-110033
N
KATHERINE KIRKNER
CCO, COO
(215) 321-4410
KATHERINE KIRKNER
Yardley
PA
08-13-2026
2
73
221132441
false
1
000003140
801-13457
Reaves Asset Management
2
000153528
801-76968
12th Street Asset Management LLC
INFORMATION TABLE
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ALTRIA GROUP INC
COM
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AMAZON COM INC
COM
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APPLE INC
COM
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ARES CAPITAL CORP
COM
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COM
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COM
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COM
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TR UNIT
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COM
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