Litman Gregory Fds Tr shares owned by Orion Portfolio Solutions
Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Orion Portfolio Solutions
from 13F filings
Historical chart of Orion Portfolio Solutions investment in Litman Gregory Fds Tr
Tip: Access up to 7 years of quarterly data
All positions including Litman Gregory Fds Tr held by Orion Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Litman Gregory Fds Tr by Orion Portfolio Solutions
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $703k | 25k | 28.68 |
2023-12-31 | $437k | 17k | 26.03 |
2023-09-30 | $1.3M | 44k | 28.90 |
2023-06-30 | $1.2M | 43k | 27.63 |
2023-03-31 | $946k | 36k | 26.30 |
2022-12-31 | $887k | 31k | 29.11 |
2022-09-30 | $1.0M | 31k | 33.92 |
2022-06-30 | $378k | 12k | 32.42 |
2022-03-31 | $355k | 12k | 28.60 |
2021-12-31 | $332k | 13k | 25.81 |
2021-09-30 | $448k | 16k | 27.94 |