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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
| Period | Position 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
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.6M | 289.2K | — | — |
| Q2 2026 | $23.8M | 521.5K | — | — |
| Q1 2026 | $23.9M | 522.1K | — | — |
| Q4 2025 | $22.8M | 492.4K | — | — |
| Q3 2025 | $19.3M | 414.8K | — | — |
Other funds holding DSL
$38.5M
$38.2M
$38.2M
$37.8M
$37.8M