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Litman Gregory Fds Tr shares owned by Naviter Wealth

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Naviter Wealth from 13F filings

Historical chart of Naviter Wealth investment in Litman Gregory Fds Tr

Jan 2023Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024Jan 202510M20M30M40M50M0.5M1M1.5M
Value ($)Share countHistorical DBMF position of Naviter Wealth Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Naviter Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $49M 1.9M 26.16
2024-09-30 $47M 1.7M 28.13
2024-06-30 $49M 1.6M 30.06
2024-03-31 $43M 1.5M 28.68
2023-12-31 $6.8M 262k 25.76
2023-09-30 $31M 1.1M 28.90
2023-06-30 $26M 943k 27.63
2023-03-31 $9.2M 350k 26.30
2022-12-31 $22M 757k 28.45