Farther Finance Advisors, LLC DSL — DOUBLELINE INCOME SOLUTIONS FD COM

Ownership history in Farther Finance Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported DOUBLELINE INCOME SOLUTIONS FD COM (DSL) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows DSL at 0.00% 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.

What this DSL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in DOUBLELINE INCOME SOLUTIONS FD COM, 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 Q1

DSL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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.

DSL stock page Farther Finance Advisors, LLC fund profile Farther Finance Advisors, LLC full holdings
How Farther Finance Advisors, LLC held DSL — position size vs. price
% of Fund (quarterly)    DSL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,017 -1,633 -61.6% 0.00% $11K 2026-04-07 $10.67
2025 Q4 REDUCED 33.8% -1.0% ✅ 2,650 -1,350 -33.8% 0.00% $30K 2026-01-23 $10.96
2025 Q3 REDUCED 42.9% -5.7% ✅ 4,000 -3,001 -42.9% 0.00% $49K 2025-10-14 $11.12
2025 Q2 ADDED — — — 7,001 +5,501 +366.7% 0.00% $86K 2025-07-11 $10.91
2025 Q1 UNCHANGED — — — 1,500 — 0% 0.00% $19K 2025-04-14 $10.17
2024 Q4 UNCHANGED — — — 1,500 — 0% 0.00% $19K 2025-02-10 $10.99
2024 Q3 INITIATED — — — 1,500 — — 0.00% $19K 2024-10-29 $10.34

🏢 Other funds also holding DSL

As of 2026 Q1 — sorted by position size

McGowan Group Asset Management, Inc. 3Y 7Y 4.02% Shaker Financial Services, LLC 3Y 7Y 1.45% Intellectus Partners, LLC 3Y 7Y 1.02% PARAGON CAPITAL MANAGEMENT INC 0.97% Trinity Legacy Partners, LLC 3Y 7Y 0.69% Ramiah Investment Group 0.63% Rareview Capital LLC 0.55% MATRIX PRIVATE CAPITAL GROUP LLC 3Y 0.52% 1607 Capital Partners, LLC 3Y 7Y 0.43% PIN OAK INVESTMENT ADVISORS INC 3Y 7Y 0.34%

FAQ About Farther Finance Advisors, LLC and DSL

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

How long has Farther Finance Advisors, LLC reported owning DSL?

Farther Finance Advisors, LLC reported DSL across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported DSL position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for DSL was 0.00% in 2025 Q2.

What is the latest reported DSL position on this page?

The most recent filing on this page is 2026 Q1, when Farther Finance Advisors, LLC reported 1,017 shares, equal to 0.00% of portfolio, with an estimated market value of $11K.

What does the chart on this DSL ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly DSL 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 Farther Finance Advisors, LLC time their DSL position?

Based on 13F filing dates vs. subsequent DSL price moves, Farther Finance Advisors, LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on DSL relative to SPY over the holding period was -7.5%.

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