Ownership history in Advisory Services Network, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in LITMAN GREGORY FDS TR (DBMF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 5,556 | -11,635 | -67.7% | 0.00% | $152K | $26.22 |
| 2024 Q4 | REDUCED | 17,191 | -14,143 | -45.1% | 0.01% | $450K | $24.65 |
| 2024 Q3 | UNCHANGED | 31,334 | — | 0% | 0.02% | $942K | $25.68 |
| 2024 Q2 | ADDED | 31,334 | +4,531 | +16.9% | 0.02% | $942K | $27.20 |
| 2024 Q1 | REDUCED | 26,803 | -2,350 | -8.1% | 0.02% | $769K | $25.73 |
| 2023 Q4 | REDUCED | 29,153 | -101,003 | -77.6% | 0.02% | $751K | $22.98 |
| 2023 Q3 | REDUCED | 130,156 | -7,687 | -5.6% | 0.10% | $3.8M | $25.06 |
| 2023 Q2 | REDUCED | 137,843 | -4,944 | -3.5% | 0.10% | $3.8M | $23.96 |
| 2023 Q1 | REDUCED | 142,787 | -20,757 | -12.7% | 0.10% | $3.8M | $22.80 |
| 2022 Q4 | ADDED | 163,544 | +69,187 | +73.3% | 0.15% | $4.8M | $25.24 |
As of 2025 Q4 — sorted by position size