Ownership history in Gradient Investments LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Gradient Investments LLC reported a position in DOUBLELINE ETF TRUST (DMBS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 2,653,434 | +246,617 | +10.2% | 2.09% | $131.8M | $49.24 |
| 2025 Q3 | ADDED | 2,406,817 | +531,491 | +28.3% | 2.00% | $119.6M | $48.46 |
| 2025 Q2 | ADDED | 1,875,326 | +103,867 | +5.9% | 1.68% | $92.0M | $47.27 |
| 2025 Q1 | REDUCED | 1,771,459 | -488,945 | -21.6% | 1.75% | $86.9M | $46.65 |
| 2024 Q4 | ADDED | 2,260,404 | +973,485 | +75.6% | 2.20% | $108.7M | $45.37 |
| 2024 Q3 | REDUCED | 1,286,919 | -357,571 | -21.7% | 1.35% | $64.8M | $46.72 |
| 2024 Q2 | REDUCED | 1,644,490 | -333,604 | -16.9% | 1.78% | $79.3M | $44.17 |
| 2024 Q1 | ADDED | 1,978,094 | +120,222 | +6.5% | 2.23% | $96.3M | $44.02 |
| 2023 Q4 | REDUCED | 1,857,872 | -9,887 | -0.5% | 2.22% | $91.9M | $44.44 |
| 2023 Q3 | ADDED | 1,867,759 | +46,336 | +2.5% | 2.32% | $87.8M | $41.77 |
As of 2025 Q4 — sorted by position size