Kohmann Bosshard Financial Services, LLC DLSNX β€” DOUBLELINE LOW DURATION

Ownership history in Kohmann Bosshard Financial Services, LLC  Β·  1 quarter on record

AI Ownership Summary

Kohmann Bosshard Financial Services, LLC reported DOUBLELINE LOW DURATION (DLSNX) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. The latest visible filing shows DLSNX 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 DLSNX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kohmann Bosshard Financial Services, LLC's position in DOUBLELINE LOW DURATION, 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
2025 Q4

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

High-water mark
Peak Conviction
0.0% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2025 Q4

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 Kohmann Bosshard Financial Services, LLC held DLSNX β€” position size vs. price
% of Fund (quarterly)    DLSNX 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)
2025 Q4 INITIATED β€” β€” β€” 164 β€” β€” 0.00% $2K 2026-01-30 $9.56

FAQ About Kohmann Bosshard Financial Services, LLC and DLSNX

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

How long has Kohmann Bosshard Financial Services, LLC reported owning DLSNX?

Kohmann Bosshard Financial Services, LLC reported DLSNX across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported DLSNX position in Kohmann Bosshard Financial Services, LLC's portfolio?

The largest reported portfolio weight for DLSNX was 0.00% in 2025 Q4.

What is the latest reported DLSNX position on this page?

The most recent filing on this page is 2025 Q4, when Kohmann Bosshard Financial Services, LLC reported 164 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this DLSNX ownership page compare?

The chart compares Kohmann Bosshard Financial Services, LLC's quarterly DLSNX 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.

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