Advertisement
Screener

Litman Gregory Wealth Management LLC Last Quarter Change: Foreign Funds, Added

Litman Gregory Wealth Management LLC quarter change: Foreign Funds, Added

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2025-09-30 to 2025-12-31, Litman Gregory Wealth Management LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1551867): 2025-09-30 (filed 2025-10-16) and 2025-12-31 (filed 2026-02-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
CAMPBELL NEWMAN ASSET MANAGEMENT INCUnited States$1.366B110
CFS Investment Advisory Services, LLCUnited States$1.370B330
BloombergSen Inc.Canada$1.371B29
Opti Capital Management, LPUnited States$1.372B43
Stone Ridge Holdings Group LPUnited States$1.372B14
LANSDOWNE PARTNERS (UK) LLPUnited Kingdom$1.364B71
First Long Island Investors, LLCUnited States$1.363B74
Galileo (PTC) LtdUnited States$1.373B4
Nicholas Investment Partners, LPUnited States$1.373B205
Stony Point Capital LLCUnited States$1.363B32