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Litman Gregory Fds Tr Polen shares owned by AI Financial Services

Quarter-by-quarter ownership of Litman Gregory Fds Tr Polen (PCIG) shares owned by AI Financial Services from 13F filings

Historical chart of AI Financial Services investment in Litman Gregory Fds Tr Polen

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All positions including Litman Gregory Fds Tr Polen held by AI Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr Polen by AI Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 122k 9.41
2025-06-30 $1.1M 116k 9.86
2025-03-31 $1.0M 110k 9.19
2024-12-31 $915k 100k 9.13