Fortress Wealth Group »

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

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by Fortress Wealth Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Litman Gregory Fds Tr by Fortress Wealth Group

Quarter filed Position value Share count Share price at filing
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