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Litman Gregory Fds Tr Polen shares owned by Insight Advisors, LLC/ PA

Quarter-by-quarter ownership of Litman Gregory Fds Tr Polen (PCIG) shares owned by Insight Advisors, LLC/ PA from 13F filings

Historical chart of Insight Advisors, LLC/ PA investment in Litman Gregory Fds Tr Polen

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All positions including Litman Gregory Fds Tr Polen held by Insight Advisors, LLC/ PA 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 Insight Advisors, LLC/ PA

Quarter filed Position value Share count Share price at filing
2025-09-30 $122k 13k 9.36
2025-06-30 $128k 13k 9.86