Ownership history in Paladin Wealth, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Paladin Wealth, 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 | 98,068 | +9,806 | +11.1% | 3.32% | $4.9M | $49.24 |
| 2025 Q3 | ADDED | 88,262 | +22,761 | +34.7% | 3.18% | $4.4M | $48.46 |
| 2025 Q2 | ADDED | 65,501 | +7,599 | +13.1% | 2.50% | $3.2M | $47.27 |
| 2025 Q1 | REDUCED | 57,902 | -7,208 | -11.1% | 2.55% | $2.8M | $46.65 |
| 2024 Q4 | ADDED | 65,110 | +37,793 | +138.3% | 2.71% | $3.1M | $45.37 |
| 2024 Q3 | INITIATED | 27,317 | — | — | 1.20% | $1.4M | $46.72 |
As of 2025 Q4 — sorted by position size