Doubleline Yield shares owned by Schwarz Dygos Wheeler Investment Advisors
Quarter-by-quarter ownership of Doubleline Yield (DLY) shares owned by Schwarz Dygos Wheeler Investment Advisors
from 13F filings
Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in Doubleline Yield
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All positions including Doubleline Yield held by Schwarz Dygos Wheeler Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Doubleline Yield by Schwarz Dygos Wheeler Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 68k | 15.08 |
| 2025-06-30 | $1.1M | 67k | 15.59 |
| 2025-03-31 | $1.1M | 66k | 16.10 |
| 2024-12-31 | $985k | 62k | 15.83 |
| 2024-09-30 | $823k | 50k | 16.59 |
| 2024-06-30 | $782k | 50k | 15.78 |
| 2024-03-31 | $728k | 46k | 15.94 |
| 2023-12-31 | $638k | 43k | 14.87 |
| 2023-09-30 | $627k | 43k | 14.73 |
| 2023-06-30 | $484k | 33k | 14.53 |
| 2023-03-31 | $456k | 33k | 13.99 |
| 2022-12-31 | $364k | 28k | 13.12 |
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