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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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All positions including Litman Gregory Fds Tr held by Lake Street Financial consolidated in one spreadsheet with up to 7 years of data

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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
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