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SilverOak Wealth Management LLC → DSL

SilverOak Wealth Management LLC DSL Position History

DoubleLine Income Solutions Fund • Financial Services

Quarters held
4
Latest value
$43.2M
Q3 2026
Peak value
$43.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.6M
Q1 2026$2.3M
Q2 2026$15M
Q3 2026$43.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$43.2M992.8K——
Q2 2026$15M328.4K——
Q1 2026$2.3M49.6K——
Q4 2025$1.6M33.9K——

Other funds holding DSL

Other SilverOak Wealth Management LLC positions

VGES

VANGUARD INDEX FDS

$112.1M
VGES

VANGUARD INDEX FDS

$108.9M
VGES

VANGUARD INDEX FDS

$98M
VGES

VANGUARD INDEX FDS

$94.2M
STT-PG

SPDR SERIES TRUST

$87.8M
VGES

VANGUARD INDEX FDS

$84.7M
VGES

VANGUARD INDEX FDS

$83.9M
STT-PG

SPDR SERIES TRUST

$81.1M