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Litman Gregory Fds Tr shares owned by Evelyn Partners Investment Management

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Evelyn Partners Investment Management from 13F filings

Historical chart of Evelyn Partners Investment Management investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by Evelyn Partners Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by Evelyn Partners Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $171k 6.3k 27.31
2025-06-30 $116k 4.5k 25.73