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 Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. 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
Berkshire Asset Management LLC/PA 13G/A 5.5% 7/14/2026
Event 6/30/2026

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 1 44.9 k $656 k
2026 Q2 12 723 k $10.3 M
2026 Q1 10 384 k $5.01 M
2025 Q4 9 380 k $4.87 M
2025 Q3 9 402 k $5.12 M
2025 Q2 10 460 k $5.54 M
2025 Q1 11 569 k $6.65 M
2024 Q4 11 633 k $5.31 M
2024 Q3 9 568 k $6.61 M
2024 Q2 9 558 k $6.15 M
2024 Q1 8 292 k $3.31 M
2023 Q4 6 73.0 k $763 k
2023 Q3 7 79.6 k $770 k
2023 Q2 3 16.3 k $167 k