PCGG β€” LITMAN GREGORY FDS TR

Ownership history in Aptus Capital Advisors, LLC  Β·  5 quarters on record

AI Ownership Summary

Aptus Capital Advisors, LLC reported LITMAN GREGORY FDS TR (PCGG) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. The latest visible filing shows PCGG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PCGG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aptus Capital Advisors, LLC's position in LITMAN GREGORY FDS TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PCGG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Aptus Capital Advisors, LLC held PCGG β€” position size vs. price
% of Fund (quarterly)    PCGG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 5,339 -848 -13.7% 0.00% $64K 2026-02-14 (Est.) $10.70
2025 Q3 REDUCED 6,187 -4,565 -42.5% 0.00% $76K 2025-11-12 $12.20
2025 Q2 ADDED 10,752 +250 +2.4% 0.00% $129K 2025-08-11 $12.09
2025 Q1 REDUCED 10,502 -14,975 -58.8% 0.00% $117K 2025-05-13 $11.83
2024 Q4 INITIATED 25,477 β€” β€” 0.00% $300K 2025-02-14 $12.27

FAQ About Aptus Capital Advisors, LLC and PCGG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aptus Capital Advisors, LLC reported owning PCGG?

Aptus Capital Advisors, LLC reported PCGG across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported PCGG position in Aptus Capital Advisors, LLC's portfolio?

The largest reported portfolio weight for PCGG was 0.00% in 2024 Q4.

What is the latest reported PCGG position on this page?

The most recent filing on this page is 2025 Q4, when Aptus Capital Advisors, LLC reported 5,339 shares, equal to 0.00% of portfolio, with an estimated market value of $64K.

What does the chart on this PCGG ownership page compare?

The chart compares Aptus Capital Advisors, LLC's quarterly PCGG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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