DSL DOUBLELINE INCOME SOLUTIONS

Ownership history in Trinity Legacy Partners, LLC  ·  10 quarters on record

AI Ownership Summary

Trinity Legacy Partners, LLC reported DOUBLELINE INCOME SOLUTIONS (DSL) in 10 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.94% in 2024 Q3. The latest visible filing shows DSL at 0.71% 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 DSL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Trinity Legacy Partners, LLC's position in DOUBLELINE INCOME SOLUTIONS, 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

DSL was reported at 0.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.94% in 2024 Q3

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

Time in book
Holding Window
2023 Q3 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 Trinity Legacy Partners, LLC held DSL — position size vs. price
% of Fund (quarterly)    DSL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 273,471 -25,707 -8.6% 0.71% $3.1M 2026-02-14 (Est.) $11.34
2025 Q3 ADDED 299,178 +2,389 +0.8% 0.81% $3.5M 2025-11-04 $11.02
2025 Q2 ADDED 296,789 +4,379 +1.5% 0.87% $3.6M 2025-07-21 $11.12
2025 Q1 ADDED 292,410 +18,826 +6.9% 0.91% $3.6M 2025-05-14 $11.05
2024 Q4 REDUCED 273,584 -8,878 -3.1% 0.89% $3.4M 2025-02-03 $11.13
2024 Q3 ADDED 282,462 +107,032 +61.0% 0.94% $3.6M 2024-10-31 $10.74
2024 Q2 ADDED 175,430 +8,868 +5.3% 0.62% $2.2M 2024-08-14 $10.73
2024 Q1 ADDED 166,562 +670 +0.4% 0.62% $2.1M 2024-04-24 $9.87
2023 Q4 ADDED 165,892 +119,627 +258.6% 0.64% $2.0M 2024-02-14 $10.01
2023 Q3 INITIATED 46,265 0.19% $542K 2023-10-11 $8.54

FAQ About Trinity Legacy Partners, LLC and DSL

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

How long has Trinity Legacy Partners, LLC reported owning DSL?

Trinity Legacy Partners, LLC reported DSL across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported DSL position in Trinity Legacy Partners, LLC's portfolio?

The largest reported portfolio weight for DSL was 0.94% in 2024 Q3.

What is the latest reported DSL position on this page?

The most recent filing on this page is 2025 Q4, when Trinity Legacy Partners, LLC reported 273,471 shares, equal to 0.71% of portfolio, with an estimated market value of $3.1M.

What does the chart on this DSL ownership page compare?

The chart compares Trinity Legacy Partners, LLC's quarterly DSL 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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