Estate Planners Group, LLC

SEC CIK: 0002118977
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

ARCC holding history

Ares Capital Corp in every 13F filed by Estate Planners Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ARCC overview All 13F holders of ARCC Full Q2 2026 holdings

Shares (Q2 2026): 725,110
Value: $13.4M
% of portfolio: 6.1%
Quarters held: 3; Since Q4 2025

Holdings of ARCC by Estate Planners Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	725,110	$13.4M	6.1%	+45,664+6.7%	Added	Holders
Q1 2026	679,446	$12.2M	5.9%	+615+0.1%	Added	Holders
Q4 2025	678,831	$13.7M	6.0%	–	No prior filing	Holders