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Litman Gregory Fds Tr shares owned by Lloyd Advisory Services

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Lloyd Advisory Services from 13F filings

Historical chart of Lloyd Advisory Services investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by Lloyd Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by Lloyd Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $95k 3.1k 30.61
2026-03-31 $7.5k 250 30.15
2025-12-31 $87k 3.1k 28.06

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View all positions for Lloyd Advisory Services

Top funds holding Litman Gregory Fds Tr

LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
Northwestern Mutual Wealth Management Company
TIAA Wealth Investment Management
Raymond James Financial
Bank of America Corporation
Parcion Private Wealth
Toroso Investments
Cardinal Point Capital Management, ULC
Beacon Pointe Advisors
Goldstein Advisors
Edge Wealth Management
Royal Bank of Canada
New York Life Investment Management

View all funds holding Litman Gregory Fds Tr