SEC 13F Intelligence

Q3 Asset Management / DBMF

Q3 Asset Management’s Litman Gregory Fds Tr Position

Does Q3 Asset Management own Litman Gregory Fds Tr (DBMF)? Not currently — the last reported position was 199.0K shares worth $6M in Q2 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$6M
Q2 2024
Shares
199.0K
% of Portfolio
+1.33%
Quarters Held
1
position exited

Position History DBMF

Reported value by quarter
Q2 ’24: $6MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2024199.0K$6M+1.33%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Q3 Asset Management’s full portfolio or all institutional holders of DBMF.