PCGG — LITMAN GREGORY FDS TR

Ownership history in HANTZ FINANCIAL SERVICES, INC.  ·  7 quarters on record

This page tracks every 13F SEC filing in which HANTZ FINANCIAL SERVICES, INC. reported a position in LITMAN GREGORY FDS TR (PCGG). 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.

Peak position
2.78% (2025 Q2)
Avg. % of fund
2.56%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 15,249,533 +505,735 +3.4% 2.69% $182.5M $11.97
2025 Q3 ADDED 14,743,798 +391,468 +2.7% 2.74% $181.2M $12.29
2025 Q2 ADDED 14,352,330 +655,598 +4.8% 2.78% $171.8M $11.97
2025 Q1 ADDED 13,696,732 +897,831 +7.0% 2.68% $152.4M $11.13
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PCGG price (monthly, adj. close)

Other funds also holding PCGG

As of 2025 Q4 — sorted by position size

Brooklyn Investment Group 0.14% Dash Acquisitions Inc. 3Y 0.08% Aptus Capital Advisors, LLC 3Y 7Y 0.0% JANE STREET GROUP, LLC 3Y 7Y 0.0% AE Wealth Management LLC 3Y 7Y 0.0% SUSQUEHANNA INTERNATIONAL GROUP, LLP 3Y 7Y 0.0%
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