Litman Gregory Fds Tr shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in Litman Gregory Fds Tr
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Quarterly reported holdings in Litman Gregory Fds Tr by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $391k | 14k | 27.31 |
| 2025-06-30 | $408k | 16k | 25.73 |
| 2025-03-31 | $520k | 21k | 25.26 |
| 2024-12-31 | $779k | 30k | 26.16 |
| 2024-09-30 | $270k | 9.6k | 28.13 |
| 2024-06-30 | $357k | 12k | 30.06 |
| 2024-03-31 | $266k | 9.3k | 28.68 |
| 2023-12-31 | $343k | 13k | 25.76 |
| 2023-09-30 | $620k | 22k | 28.90 |
| 2023-06-30 | $554k | 20k | 27.63 |
| 2023-03-31 | $534k | 20k | 26.30 |
| 2022-12-31 | $487k | 17k | 29.11 |
| 2022-09-30 | $6.7M | 197k | 33.94 |
| 2022-06-30 | $1.1M | 34k | 32.41 |