Litman Gregory Fds Tr shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Litman Gregory Fds Tr
Tip: Access up to 7 years of quarterly data
All positions including Litman Gregory Fds Tr held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Litman Gregory Fds Tr by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $812k | 29k | 28.06 |
| 2025-09-30 | $830k | 30k | 27.31 |
| 2025-06-30 | $723k | 28k | 25.73 |
| 2025-03-31 | $674k | 27k | 25.26 |
| 2023-09-30 | $826k | 29k | 28.90 |
| 2023-06-30 | $750k | 27k | 27.63 |
| 2023-03-31 | $694k | 26k | 26.30 |
More positions owned by Integrated Wealth Concepts
View all positions for Integrated Wealth Concepts