Litman Gregory Asset Management LLC

SEC CIK: 0001551867
Latest filing: Feb 12, 2026

SEC filings (opens in a new tab)

DFS holding history

Discover Financial Services in every 13F filed by Litman Gregory Asset Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DFS overview All 13F holders of DFS Full Q4 2025 holdings

Shares (Q2 2021): 0; Sold out in Q2 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q1 2021

Holdings of DFS by Litman Gregory Asset Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2021	0	$0	0.0%	−1,000−100.0%	Sold out	Holders
Q1 2021	1,000	$95.0K	<0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.