LITMAN GREGORY FDS TR

Ticker: DBMF CUSIP: 53700T827 Class: IMGP DBI MANAGED

Meridian Wealth Management, LLC's Holding History (CIK: 0001697300)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 13,477 Value ($000) $378 Avg Close Range
Q3 2025
Shares 9,426 Value ($000) $257 Avg Close Range
Q2 2025
Shares 14,258 Value ($000) $367 Avg Close Range
Q1 2025
Shares 20,884 Value ($000) $528 Avg Close Range
Q4 2024
Shares 24,226 Value ($000) $634 Avg Close Range
Q3 2024
Shares 28,910 Value ($000) $813 Avg Close Range
Q2 2024
Shares 31,690 Value ($000) $953 Avg Close Range
Q4 2023
Shares 15,795 Value ($000) $407 Avg Close Range
Q3 2023
Shares 17,455 Value ($000) $504 Avg Close Range
Q2 2023
Shares 32,307 Value ($000) $893 Avg Close Range
Q1 2023
Shares 15,334 Value ($000) $403 Avg Close Range