Litman Gregory Fds Tr shares owned by Berkshire Asset Management
Quarter-by-quarter ownership of Litman Gregory Fds Tr (BDVG) shares owned by Berkshire Asset Management
from 13F filings
Historical chart of Berkshire Asset Management investment in Litman Gregory Fds Tr
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Quarterly reported holdings in Litman Gregory Fds Tr by Berkshire Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $611k | 48k | 12.75 |
| 2025-06-30 | $577k | 48k | 12.04 |
| 2025-03-31 | $549k | 48k | 11.47 |
| 2024-12-31 | $565k | 48k | 11.82 |
| 2024-09-30 | $446k | 40k | 11.02 |
| 2024-06-30 | $446k | 40k | 11.02 |
| 2024-03-31 | $430k | 38k | 11.33 |
| 2023-12-31 | $157k | 15k | 10.44 |
| 2023-09-30 | $146k | 15k | 9.67 |
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