Atlas Wealth LLC DLY β€” DOUBLELINE YIELD OPPORTUNITIES

Ownership history in Atlas Wealth LLC  Β·  5 quarters on record

AI Ownership Summary

Atlas Wealth LLC reported DOUBLELINE YIELD OPPORTUNITIES (DLY) in 5 quarterly 13F filings from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.06% in 2026 Q2. The latest visible filing shows DLY at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atlas Wealth LLC's position in DOUBLELINE YIELD OPPORTUNITIES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DLY was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Atlas Wealth LLC held DLY β€” position size vs. price
% of Fund (quarterly)    DLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 31,526 -19,770 -38.5% 0.06% $444K 2026-07-28 $13.87
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Atlas Wealth LLC and DLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atlas Wealth LLC reported owning DLY?

Atlas Wealth LLC reported DLY across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported DLY position in Atlas Wealth LLC's portfolio?

The largest reported portfolio weight for DLY was 0.06% in 2026 Q2.

What is the latest reported DLY position on this page?

The most recent filing on this page is 2026 Q2, when Atlas Wealth LLC reported 31,526 shares, equal to 0.06% of portfolio, with an estimated market value of $444K.

What does the chart on this DLY ownership page compare?

The chart compares Atlas Wealth LLC's quarterly DLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Atlas Wealth LLC time their DLY position?

Based on 13F filing dates vs. subsequent DLY price moves, Atlas Wealth LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on DLY relative to SPY over the holding period was +0.7%.

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