DBMF β€” Litman Gregory Funds Trust

Ownership history in ROCKLAND TRUST CO  Β·  5 quarters on record

AI Ownership Summary

ROCKLAND TRUST CO reported Litman Gregory Funds Trust (DBMF) in 5 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.76% in 2026 Q1. The latest visible filing shows DBMF at 0.76% 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 DBMF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ROCKLAND TRUST CO's position in Litman Gregory Funds Trust, 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
2026 Q1

DBMF was reported at 0.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 ROCKLAND TRUST CO held DBMF β€” position size vs. price
% of Fund (quarterly)    DBMF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 627,654 +21,636 +3.6% 0.76% $18.9M 2026-04-16 $30.42
2025 Q4 ADDED 606,018 +130,070 +27.3% 0.67% $17.0M 2026-01-15 $28.75
2025 Q3 ADDED 475,948 +182,808 +62.4% 0.53% $13.0M 2025-11-06 $26.84
2025 Q2 ADDED 293,140 +272,052 +1290.1% 0.37% $7.5M 2025-07-10 $24.47
2023 Q4 INITIATED 21,088 β€” β€” 0.03% $543K 2024-01-11 $23.18

FAQ About ROCKLAND TRUST CO and DBMF

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

How long has ROCKLAND TRUST CO reported owning DBMF?

ROCKLAND TRUST CO reported DBMF across 5 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DBMF position in ROCKLAND TRUST CO's portfolio?

The largest reported portfolio weight for DBMF was 0.76% in 2026 Q1.

What is the latest reported DBMF position on this page?

The most recent filing on this page is 2026 Q1, when ROCKLAND TRUST CO reported 627,654 shares, equal to 0.76% of portfolio, with an estimated market value of $18.9M.

What does the chart on this DBMF ownership page compare?

The chart compares ROCKLAND TRUST CO's quarterly DBMF 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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