Litman Gregory Fds Tr shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Litman Gregory Fds Tr
Tip: Access up to 7 years of quarterly data
All positions including Litman Gregory Fds Tr held by Summit Wealth & Retirement Planning 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 Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $19M | 665k | 28.13 |
| 2024-06-30 | $19M | 643k | 30.06 |
| 2024-03-31 | $18M | 619k | 28.68 |
| 2023-12-31 | $8.4M | 324k | 25.76 |
| 2023-09-30 | $15M | 513k | 28.90 |
| 2023-06-30 | $13M | 477k | 27.63 |
| 2023-03-31 | $8.4M | 319k | 26.30 |
| 2022-12-31 | $12M | 405k | 29.11 |
| 2022-09-30 | $13M | 371k | 33.94 |
More positions owned by Summit Wealth & Retirement Planning
View all positions for Summit Wealth & Retirement Planning