Litman Gregory Fds Tr shares owned by Fortress Wealth Group
Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Fortress Wealth Group
from 13F filings
Historical chart of Fortress Wealth Group investment in Litman Gregory Fds Tr
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Quarterly reported holdings in Litman Gregory Fds Tr by Fortress Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.0M | 256k | 27.31 |
| 2024-06-30 | $7.6M | 257k | 29.59 |
| 2024-03-31 | $7.1M | 239k | 29.60 |
| 2023-12-31 | $6.1M | 234k | 26.03 |
| 2023-09-30 | $6.0M | 206k | 29.13 |
| 2023-06-30 | $5.6M | 202k | 27.68 |
| 2023-03-31 | $5.5M | 209k | 26.30 |
| 2022-12-31 | $3.6M | 125k | 29.11 |
| 2022-09-30 | $3.4M | 100k | 33.94 |