Litman Gregory Fds Tr shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in Litman Gregory Fds Tr
Tip: Access up to 7 years of quarterly data
All positions including Litman Gregory Fds Tr held by Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Litman Gregory Fds Tr by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $231k | 8.5k | 27.31 |
| 2025-06-30 | $215k | 8.4k | 25.73 |
| 2025-03-31 | $224k | 8.9k | 25.26 |
| 2024-09-30 | $307k | 11k | 28.13 |
| 2024-06-30 | $1.2M | 40k | 30.06 |
| 2024-03-31 | $1.2M | 43k | 28.68 |
| 2023-12-31 | $1.1M | 42k | 25.76 |
| 2023-09-30 | $1.3M | 44k | 28.90 |
| 2023-06-30 | $1.2M | 42k | 27.63 |
| 2023-03-31 | $1.1M | 41k | 26.30 |
| 2022-12-31 | $1.6M | 56k | 29.11 |