Litman Gregory Fds Tr shares owned by CLS Investments
Quarter-by-quarter ownership of Litman Gregory Fds Tr (BDVG) shares owned by CLS Investments
from 13F filings
Historical chart of CLS Investments investment in Litman Gregory Fds Tr
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Quarterly reported holdings in Litman Gregory Fds Tr by CLS Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $246k | 19k | 12.75 |
| 2025-06-30 | $238k | 20k | 12.04 |
| 2025-03-31 | $249k | 21k | 11.73 |
| 2024-12-31 | $265k | 23k | 11.47 |
| 2024-09-30 | $273k | 23k | 11.67 |
| 2024-06-30 | $288k | 26k | 11.02 |
| 2024-03-31 | $354k | 31k | 11.32 |
| 2023-12-31 | $187k | 18k | 10.45 |
| 2023-09-30 | $199k | 21k | 9.67 |