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Benchmark Financial Wealth Advisors, LLC → DSL

Benchmark Financial Wealth Advisors, LLC DSL Position History

DoubleLine Income Solutions Fund • Financial Services

Quarters held
5
Latest value
$12.6M
Q3 2026
Peak value
$23.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$19.3M
Q4 2025$22.8M
Q1 2026$23.9M
Q2 2026$23.8M
Q3 2026$12.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$12.6M289.2K——
Q2 2026$23.8M521.5K——
Q1 2026$23.9M522.1K——
Q4 2025$22.8M492.4K——
Q3 2025$19.3M414.8K——

Other funds holding DSL

Other Benchmark Financial Wealth Advisors, LLC positions

SPY

SPDR S&P 500 ETF TR

$32.3M
SPY

SPDR S&P 500 ETF TR

$31.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$29.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$29.2M
VGES

VANGUARD INDEX FDS

$28.8M
VGES

VANGUARD INDEX FDS

$28.8M
VGES

VANGUARD INDEX FDS

$28.6M
VGES

VANGUARD INDEX FDS

$28.5M