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Litman Gregory Wealth Management LLC: EAGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Litman Gregory Wealth Management LLC on EAGG, newest first. How the timeline and the estimate are built.

Litman Gregory Wealth Management LLC held 6,947 EAGG shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 6,947 shares
    Change vs previous 13F -929 shares

    0.02% of the 13F portfolio, value $332,414.

    13F-HR 0001214659-26-001595 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 7,876 shares
    Change vs previous 13F +140 shares

    0.03% of the 13F portfolio, value $378,285.

    13F-HR 0001214659-25-014997 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 7,736 shares
    Change vs previous 13F +596 shares

    0.03% of the 13F portfolio, value $367,770.

    13F-HR 0001214659-25-010805 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 7,140 shares
    Change vs previous 13F -1,303 shares

    0.03% of the 13F portfolio, value $339,008.

    13F-HR 0001214659-25-006850 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 8,443 shares
    Change vs previous 13F -2,476 shares

    0.03% of the 13F portfolio, value $392,093.

    13F-HR 0001214659-25-001263 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 10,919 shares
    Change vs previous 13F +1,073 shares

    0.04% of the 13F portfolio, value $530,555.

    13F-HR 0001214659-24-017769 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-06-30
    13F 9,846 shares
    Change vs previous 13F +706 shares

    0.04% of the 13F portfolio, value $458,923.

    13F-HR 0001214659-24-013144 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-03-31
    13F 9,140 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $430,129.

    13F-HR 0001214659-24-008242 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).