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. Every filing for 53700T751 since 12/18/2024, newest first.

Filer	% of Class	Shares	Form	Filed
Berkshire Asset Management LLC/PA 13G/A Amendment 3	5.5%	59,582	13G/A Amendment 3	7/14/2026 Event 6/30/2026
Truist Financial Corp 13G	32.2%	233,615	13G	7/6/2026 Event 6/30/2026
Berkshire Asset Management LLC/PA 13G/A Amendment 2	8.5%	59,582	13G/A Amendment 2	5/11/2026 Event 3/31/2026
Berkshire Asset Management LLC/PA 13G/A Amendment 1	7.1%	47,916	13G/A Amendment 1	10/23/2025 Event 9/30/2025
Berkshire Asset Management LLC/PA 13G	6.2%	47,816	13G	5/12/2025 Event 3/31/2025

13F Holders by Quarter

Period	Filings	Shares, Excl. Options	Value, Excl. Options	Options Value
2026 Q3	1	44.9 k	$656 k	$0
2026 Q2	12	723 k	$10.3 M	$0
2026 Q1	10	384 k	$5.01 M	$0
2025 Q4	9	380 k	$4.87 M	$0
2025 Q3	9	402 k	$5.12 M	$0
2025 Q2	10	460 k	$5.54 M	$0
2025 Q1	11	569 k	$6.65 M	$0
2024 Q4	11	633 k	$5.31 M	$0
2024 Q3	9	568 k	$6.61 M	$0
2024 Q2	9	558 k	$6.15 M	$0
2024 Q1	8	292 k	$3.31 M	$0
2023 Q4	6	73.0 k	$763 k	$0
2023 Q3	7	79.6 k	$770 k	$0
2023 Q2	3	16.3 k	$167 k	$0