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Disclosery

Litman Gregory Wealth Management LLC: EW position timeline

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

Litman Gregory Wealth Management LLC held 123,807 EW 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 123,807 shares
    Change vs previous 13F -9,320 shares

    0.77% of the 13F portfolio, value $10,554,547.

    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 133,127 shares
    Change vs previous 13F -11,665 shares

    0.77% of the 13F portfolio, value $10,353,287.

    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 144,792 shares
    Change vs previous 13F -16,844 shares

    0.89% of the 13F portfolio, value $11,324,183.

    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 161,636 shares
    Change vs previous 13F +3,690 shares

    1% of the 13F portfolio, value $11,715,378.

    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 157,946 shares
    Change vs previous 13F -3,425 shares

    1.01% of the 13F portfolio, value $11,692,743.

    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 161,371 shares
    Change vs previous 13F +31,997 shares

    0.89% of the 13F portfolio, value $10,648,873.

    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 129,374 shares
    Change vs previous 13F +2,997 shares

    1.06% of the 13F portfolio, value $11,950,277.

    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 126,377 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $12,076,587.

    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).