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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

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Quarterly reported holdings in Litman Gregory Fds Tr by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
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