DLY β€” DOUBLELINE YIELD OPPORTUNITI

Ownership history in Maridea Wealth Management LLC  Β·  5 quarters on record

AI Ownership Summary

Maridea Wealth Management LLC reported DOUBLELINE YIELD OPPORTUNITI (DLY) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.54% in 2025 Q1. The latest visible filing shows DLY at 0.27% 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 DLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Maridea Wealth Management LLC's position in DOUBLELINE YIELD OPPORTUNITI, 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

DLY was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.54% in 2025 Q1

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

Time in book
Holding Window
2024 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 Maridea Wealth Management LLC held DLY β€” position size vs. price
% of Fund (quarterly)    DLY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 123,013 -671 -0.5% 0.27% $1.8M 2026-02-14 (Est.) $14.71
2025 Q3 ADDED 123,684 +17,095 +16.0% 0.28% $1.8M 2025-11-07 $14.21
2025 Q2 ADDED 106,589 +3,913 +3.8% 0.43% $1.7M 2025-07-16 $14.43
2025 Q1 ADDED 102,676 +3,443 +3.5% 0.54% $1.7M 2025-05-07 $14.13
2024 Q4 INITIATED 99,233 β€” β€” 0.51% $1.6M 2025-02-12 $14.63

FAQ About Maridea Wealth Management 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 Maridea Wealth Management LLC reported owning DLY?

Maridea Wealth Management LLC reported DLY across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

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

The largest reported portfolio weight for DLY was 0.54% in 2025 Q1.

What is the latest reported DLY position on this page?

The most recent filing on this page is 2025 Q4, when Maridea Wealth Management LLC reported 123,013 shares, equal to 0.27% of portfolio, with an estimated market value of $1.8M.

What does the chart on this DLY ownership page compare?

The chart compares Maridea Wealth Management 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.

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