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Doubleline Yield shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of Doubleline Yield (DLY) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in Doubleline Yield

Tip: Access up to 7 years of quarterly data

All positions including Doubleline Yield held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline Yield by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.5k 586 14.54

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Energy Transfer Com Ut Ltd Ptn (ET)
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Spdr Series Trust State Street Spd (SPYG)
Microsoft Corporation (MSFT)
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Tesla Motors (TSLA)

View all positions for Pinnacle Wealth Planning Services

Top funds holding Doubleline Yield

Wells Fargo & Company
Sit Investment Associates
UBS Group
Royal Bank of Canada
HighTower Advisors
Raymond James Financial
Logan Stone Capital
Polar Securities
LPL Financial
Journey Advisory Group
Readystate Asset Management
Shaker Financial Services
Cohen & Steers Capital Management
Pettinga Financial Advisors
Journey Strategic Wealth

View all funds holding Doubleline Yield