Litman Gregory Fds Tr shares owned by Upper Left Wealth Management
Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Upper Left Wealth Management
from 13F filings
Historical chart of Upper Left Wealth Management investment in Litman Gregory Fds Tr
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Quarterly reported holdings in Litman Gregory Fds Tr by Upper Left Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.5M | 196k | 28.06 |
| 2025-09-30 | $5.1M | 188k | 27.31 |
| 2025-06-30 | $4.7M | 181k | 25.73 |
| 2025-03-31 | $3.8M | 152k | 25.26 |
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