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Litman Gregory Fds Tr shares owned by Evelyn Partners Investment Management Services

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

Historical chart of Evelyn Partners Investment Management Services 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 Services 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 Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 122k 27.31
2025-06-30 $3.1M 121k 25.73