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Litman Gregory Fds Tr shares owned by First Heartland Consultants

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by First Heartland Consultants from 13F filings

Historical chart of First Heartland Consultants investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by First Heartland Consultants consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by First Heartland Consultants

Quarter filed Position value Share count Share price at filing
2023-12-31 $482k 19k 25.77
2023-09-30 $953k 33k 28.89
2023-06-30 $879k 32k 27.63
2023-03-31 $6.3M 241k 26.30
2022-12-31 $4.8M 164k 29.11
2022-09-30 $9.7M 285k 33.94