Position in LFVN
as of Dec 31, 2025
· filed Feb 12, 2026
Position Value
$616
-$319 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LFVN Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Dec 31, 2025Litman Gregory Wealth Management LLC holds $122,725 across 6 Packaged Foods names. LFVN ranks #5 (0.5% of the industry book) .
All Filings in LFVN
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $616 | 100 | Shares | Sole | 2026-02-12 | |
| 2021-03-31 | $935 | 100 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $932 | 100 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,207 | 100 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,352 | 100 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||