Ownership history in Fairman Group, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Fairman Group, 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 Q4 | ADDED | 89,205 | +5,834 | +7.0% | 2.00% | $2.5M | $28.06 |
| 2025 Q3 | ADDED | 83,371 | +8,292 | +11.0% | 1.83% | $2.3M | $26.22 |
| 2025 Q2 | REDUCED | 75,079 | -11,176 | -13.0% | 1.59% | $1.9M | $24.58 |
| 2025 Q1 | REDUCED | 86,255 | -25,354 | -22.7% | 1.95% | $2.1M | $23.97 |
| 2024 Q4 | ADDED | 111,609 | +97,840 | +710.6% | 2.40% | $2.9M | $24.65 |
| 2024 Q3 | ADDED | 13,769 | +12,202 | +778.7% | 0.35% | $387K | $25.68 |
| 2024 Q2 | ADDED | 1,567 | +13 | +0.8% | 0.05% | $47K | $27.20 |
| 2024 Q1 | ADDED | 1,554 | +52 | +3.5% | 0.04% | $45K | $25.73 |
| 2023 Q4 | INITIATED | 1,502 | — | — | 0.04% | $39K | — |
As of 2025 Q4 — sorted by position size