SENTINEL TRUST CO LBA DBMF β€” Litman Gregory Fds Tr Imgp Dbi

Ownership history in SENTINEL TRUST CO LBA  Β·  1 quarter on record

AI Ownership Summary

SENTINEL TRUST CO LBA reported Litman Gregory Fds Tr Imgp Dbi (DBMF) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.44% in 2026 Q2. The latest visible filing shows DBMF at 0.44% 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 SENTINEL TRUST CO LBA's position in Litman Gregory Fds Tr Imgp Dbi, 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 Q2

DBMF was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 to 2026 Q2

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 SENTINEL TRUST CO LBA 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 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 162,287 β€” β€” 0.44% $5K 2026-07-13 $30.99

FAQ About SENTINEL TRUST CO LBA and DBMF

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

How long has SENTINEL TRUST CO LBA reported owning DBMF?

SENTINEL TRUST CO LBA reported DBMF across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

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

The largest reported portfolio weight for DBMF was 0.44% in 2026 Q2.

What is the latest reported DBMF position on this page?

The most recent filing on this page is 2026 Q2, when SENTINEL TRUST CO LBA reported 162,287 shares, equal to 0.44% of portfolio, with an estimated market value of $5K.

What does the chart on this DBMF ownership page compare?

The chart compares SENTINEL TRUST CO LBA'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.

← Back to SENTINEL TRUST CO LBA Holdings