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Essential Planning, LLC. → DSL

Essential Planning, LLC. DSL Position History

DoubleLine Income Solutions Fund • Financial Services

Quarters held
5
Latest value
$955K
Q3 2026
Peak value
$1.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.2M
Q4 2025$1.1M
Q1 2026$1.1M
Q2 2026$1M
Q3 2026$955K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$955K22.0K——
Q2 2026$1M22.7K——
Q1 2026$1.1M23.8K——
Q4 2025$1.1M23.8K——
Q3 2025$1.2M25.5K——

Other funds holding DSL

Other Essential Planning, LLC. positions

VGES

VANGUARD BD INDEX FDS

$56.8M
VGES

VANGUARD BD INDEX FDS

$54.5M
VGES

VANGUARD BD INDEX FDS

$52.7M
VGES

VANGUARD BD INDEX FDS

$49.7M
VGES

VANGUARD BD INDEX FDS

$45.5M
VGES

VANGUARD INDEX FDS

$27.7M
VGES

VANGUARD INDEX FDS

$26.1M
VGES

VANGUARD INDEX FDS

$21.3M