Estate Planners Group, LLC

SEC CIK: 0002118977
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

HQY holding history

Healthequity, Inc. 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.

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

Shares (Q2 2026): 2,347
Value: $212.0K
% of portfolio: 0.1%
Quarters held: 2; Since Q4 2025

Holdings of HQY by Estate Planners Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,347	$212.0K	0.1%	+2,347	New	Holders
Q1 2026	0	$0	0.0%	−1,299−100.0%	Sold out	Holders
Q4 2025	1,299	$119.0K	0.1%	–	No prior filing	Holders