Ownership history in Mutual Advisors, LLC · 3 quarters on record
This page tracks every 13F SEC filing in which Mutual Advisors, LLC reported a position in DOUBLELINE ETF TRUST (DFVE). 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 | 8,217 | +347 | +4.4% | 0.01% | $262K | $31.91 |
| 2025 Q3 | ADDED | 7,870 | +312 | +4.1% | 0.01% | $248K | $31.23 |
| 2025 Q2 | INITIATED | 7,558 | — | — | 0.01% | $232K | $29.43 |
As of 2025 Q4 — sorted by position size