Litman Gregory Fds Tr shares owned by Lake Street Financial
Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Lake Street Financial
from 13F filings
Historical chart of Lake Street Financial investment in Litman Gregory Fds Tr
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Quarterly reported holdings in Litman Gregory Fds Tr by Lake Street Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $302k | 11k | 27.31 |
| 2025-06-30 | $332k | 13k | 25.73 |
| 2025-03-31 | $574k | 23k | 25.26 |
| 2024-12-31 | $700k | 27k | 26.16 |
| 2024-09-30 | $740k | 26k | 28.13 |
| 2024-06-30 | $792k | 26k | 30.06 |
| 2024-03-31 | $733k | 26k | 28.68 |
| 2023-12-31 | $640k | 25k | 25.76 |
| 2023-09-30 | $768k | 27k | 28.90 |
| 2023-06-30 | $734k | 27k | 27.63 |
| 2023-03-31 | $710k | 27k | 26.30 |
| 2022-12-31 | $2.2M | 77k | 29.11 |