Litman Gregory Fds Tr shares owned by Trilogy Capital
Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Trilogy Capital
from 13F filings
Historical chart of Trilogy Capital investment in Litman Gregory Fds Tr
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Quarterly reported holdings in Litman Gregory Fds Tr by Trilogy Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $646k | 24k | 27.31 |
| 2025-06-30 | $619k | 24k | 25.73 |
| 2025-03-31 | $531k | 21k | 25.26 |
| 2024-12-31 | $324k | 12k | 26.16 |
| 2024-09-30 | $388k | 14k | 28.13 |
| 2024-06-30 | $424k | 14k | 30.06 |
| 2024-03-31 | $442k | 15k | 28.68 |
| 2023-12-31 | $863k | 34k | 25.76 |
| 2023-09-30 | $962k | 33k | 28.90 |
| 2023-06-30 | $1.2M | 45k | 27.48 |
| 2023-03-31 | $1.5M | 57k | 26.30 |
| 2022-12-31 | $1.4M | 49k | 29.11 |