Litman Gregory Wealth Management LLC quarter change: Foreign Stocks, New
In share positions in stocks (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 6 positions, added to 0, reduced 1, sold out of 0 and left 0 unchanged. The largest increase in value was TSM (+$1,056,203); the largest decrease was DEO (+$432).
- UL: Country of operation —; Class SPON ADR NEW; Shares 2025-09-30 0; Shares 2025-12-31 2,048.
- NVS: Country of operation —; Class SPONSORED ADR; Shares 2025-09-30 0; Shares 2025-12-31 470.
- SHEL: Country of operation —; Class SPON ADS; Shares 2025-09-30 0; Shares 2025-12-31 500.
- NGG: Country of operation —; Class SPONSORED ADR NE; Shares 2025-09-30 0; Shares 2025-12-31 250.
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.
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