Litman Gregory Funds Trust IMGP

Historical 13F Holders

Symbol
BDVG
CUSIP
53700T751
All holders as of
Q2 2026
Type
Equity
Class
IMGP BERKSHIRE
Reported Value, Excluding Options
Total Shares Held, Excluding Options
Total Filers

13D/G Filers

Each filer's latest filing for 53700T751 since 12/18/2024, largest first.

Filer % of Class Filed
Truist Financial Corp 13G 32.2% 7/6/2026
Event 6/30/2026
Under 5%, checked the "5 percent or less" box, or amended by a later filing (1)
Berkshire Asset Management LLC/PA 13G/A 3.8% 10/22/2026
Event 9/30/2026

13F Holders by Quarter

Period Filers Shares, Excl. Options Value, Excl. Options
2026 Q3 4 819 k $12.0M
2026 Q2 11 723 k $10.3M
2026 Q1 10 384 k $5.01M
2025 Q4 10 380 k $4.87M
2025 Q3 9 402 k $5.12M
2025 Q2 10 460 k $5.54M
2025 Q1 10 569 k $6.65M
2024 Q4 11 633 k $5.31M
2024 Q3 9 568 k $6.61M
2024 Q2 9 558 k $6.15M
2024 Q1 8 292 k $3.31M
2023 Q4 6 73.0 k $763k
2023 Q3 7 79.6 k $770k
2023 Q2 3 16.3 k $167k