Highline Wealth Partners’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Highline Wealth Partners’s Portfolio DBL Stock Details DBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.42K	Hold	400	–	–	﹤0.01%	884
2026 Q2	$5.75K	Hold	400	–	–	﹤0.01%	820
2026 Q1	$5.84K	Hold	400	–	–	﹤0.01%	681
2025 Q4	$6.1K	Hold	400	–	–	﹤0.01%	506
2025 Q3	$6.23K	Buy	+400	New	+$6.16K	﹤0.01%	520

Other funds holding DBL

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Aviance Capital Partners Naples, Florida $979M AUM 23.58% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Highline Wealth Partners's DBL Position: Q3 2026 in Review

Highline Wealth Partners held its DoubleLine Opportunistic Credit Fund (DBL) position steady in Q3 2026 at 400 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Highline Wealth Partners first reported a position in DBL in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.23K in Q3 2025. 40 funds tracked by Wall St. Rank hold DBL as of Q3 2026.

Highline Wealth Partners held 400 shares of DoubleLine Opportunistic Credit Fund worth $5.42K as of Q3 2026.
Highline Wealth Partners left its DoubleLine Opportunistic Credit Fund share count unchanged in Q3 2026.
DoubleLine Opportunistic Credit Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #884 holding.
Highline Wealth Partners first reported a position in DoubleLine Opportunistic Credit Fund in Q3 2025 and has held it in 5 quarters since.
Highline Wealth Partners's DoubleLine Opportunistic Credit Fund position peaked at $6.23K in Q3 2025.
40 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.