Litman Gregory Fds Tr shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Litman Gregory Fds Tr
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Quarterly reported holdings in Litman Gregory Fds Tr by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $356k | 14k | 25.76 |
| 2023-09-30 | $549k | 19k | 28.90 |
| 2023-06-30 | $1.4M | 49k | 27.63 |
| 2023-03-31 | $1.7M | 66k | 26.30 |
| 2022-12-31 | $2.3M | 79k | 29.11 |
| 2022-09-30 | $2.2M | 65k | 33.94 |
| 2022-06-30 | $1.6M | 51k | 32.39 |
| 2022-03-31 | $76k | 2.6k | 28.73 |
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