PCGG LITMAN GREGORY FDS TR

Ownership history in UBS Group AG  ·  8 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 568 -14,850 -96.3% 0.00% $7K $12.29
2025 Q2 ADDED 15,418 +12,028 +354.8% 0.00% $185K $11.97
2025 Q1 REDUCED 3,390 -2,069 -37.9% 0.00% $38K $11.13
2024 Q4 ADDED 5,459 +5,363 +5586.5% 0.00% $64K $11.78
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% of Fund (quarterly)    PCGG price (monthly, adj. close)
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