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WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC → DSL

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC DSL Position History

DoubleLine Income Solutions Fund • Financial Services

Quarters held
10
Latest value
$362K
Q3 2026
Peak value
$27.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$27.3M
Q3 2025$583K
Q4 2025$27.1M
Q4 2025$637K
Q1 2026$25M
Q1 2026$388K
Q2 2026$26.2M
Q2 2026$398K
Q3 2026$25.3M
Q3 2026$362K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$362K36.2K——
Q3 2026$25.3M819.1K——
Q2 2026$398K36.0K——
Q2 2026$26.2M807.9K——
Q1 2026$388K35.8K——
Q1 2026$25M811.4K——
Q4 2025$637K56.5K——
Q4 2025$27.1M841.8K——
Q3 2025$583K47.4K——
Q3 2025$27.3M836.6K——

Other funds holding DSL

Other WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC positions

PDI

PIMCO ETF TR

$29.7M
PDI

PIMCO ETF TR

$28.7M
PDI

Pimco Ultra Short Government ETF

$28.2M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$28.1M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$26.8M
PDI

Pimco Ultra Short Government ETF

$26.6M
PDI

Pimco Ultra Short Government ETF

$25.4M
JPM-PM

JPMorgan US Quality Factor

$22.5M