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Litman Gregory Wealth Management LLC: RSP position timeline

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

Litman Gregory Wealth Management LLC held 11,816 RSP 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 11,816 shares
    Change vs previous 13F -204 shares

    0.17% of the 13F portfolio, value $2,263,473.

    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 12,020 shares
    Change vs previous 13F -66 shares

    0.17% of the 13F portfolio, value $2,280,194.

    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 12,086 shares
    Change vs previous 13F +422 shares

    0.17% of the 13F portfolio, value $2,196,510.

    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 11,664 shares
    Change vs previous 13F +2,727 shares

    0.17% of the 13F portfolio, value $2,020,555.

    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 8,937 shares
    Change vs previous 13F -105 shares

    0.14% of the 13F portfolio, value $1,566,031.

    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 9,042 shares
    Change vs previous 13F +1,546 shares

    0.14% of the 13F portfolio, value $1,619,965.

    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 7,496 shares
    Change vs previous 13F +492 shares

    0.11% of the 13F portfolio, value $1,231,443.

    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 7,004 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,186,268.

    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).