Back to DSL

W.G. Shaheen & Associates DBA Whitney & Co → DSL

W.G. Shaheen & Associates DBA Whitney & Co DSL Position History

DoubleLine Income Solutions Fund • Financial Services

Quarters held
5
Latest value
$28.5M
Q3 2026
Peak value
$28.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$23.9M
Q4 2025$25.2M
Q1 2026$26.6M
Q2 2026$28.1M
Q3 2026$28.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$28.5M655.5K——
Q2 2026$28.1M616.1K——
Q1 2026$26.6M581.2K——
Q4 2025$25.2M543.3K——
Q3 2025$23.9M514.0K——

Other funds holding DSL

Other W.G. Shaheen & Associates DBA Whitney & Co positions

AAPL

APPLE INC

$192.5M
AAPL

APPLE INC

$170.1M
AAPL

APPLE INC

$154.9M
AAPL

APPLE INC

$145.1M
AAPL

APPLE INC

$140.6M
MSFT

MICROSOFT CORP

$73.1M
MSFT

MICROSOFT CORP

$60.8M
MSFT

MICROSOFT CORP

$56.8M
W.G. Shaheen & Associates DBA Whitney & Co DSL Holdings: 13F Position History | Track13F