DBL β€” DOUBLELINE OPPORTUNISTIC CR FD COM

Ownership history in United Advisor Group, LLC  Β·  9 quarters on record

AI Ownership Summary

United Advisor Group, LLC reported DOUBLELINE OPPORTUNISTIC CR FD COM (DBL) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.16% in 2024 Q1. The latest visible filing shows DBL at 0.04% 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 DBL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was United Advisor Group, LLC's position in DOUBLELINE OPPORTUNISTIC CR FD COM, 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
2026 Q1

DBL was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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 United Advisor Group, LLC held DBL β€” position size vs. price
% of Fund (quarterly)    DBL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 24,141 β€” 0% 0.04% $352K 2026-04-17 $14.41
2025 Q4 UNCHANGED 24,141 β€” 0% 0.05% $368K 2026-01-26 $14.72
2025 Q3 UNCHANGED 24,141 β€” 0% 0.05% $376K 2025-11-12 $14.83
2025 Q2 UNCHANGED 24,141 β€” 0% 0.06% $371K 2025-08-11 $14.37
2025 Q1 REDUCED 24,141 -747 -3.0% 0.08% $377K 2025-04-21 $13.95
2024 Q4 ADDED 24,888 +31 +0.1% 0.08% $386K 2025-02-24 $14.13
2024 Q3 REDUCED 24,857 -1,502 -5.7% 0.09% $393K 2024-10-30 $13.42
2024 Q2 REDUCED 26,359 -604 -2.2% 0.13% $405K 2024-08-08 $13.48
2024 Q1 INITIATED 26,963 β€” β€” 0.16% $416K 2024-05-14 $12.78

FAQ About United Advisor Group, LLC and DBL

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

How long has United Advisor Group, LLC reported owning DBL?

United Advisor Group, LLC reported DBL across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported DBL position in United Advisor Group, LLC's portfolio?

The largest reported portfolio weight for DBL was 0.16% in 2024 Q1.

What is the latest reported DBL position on this page?

The most recent filing on this page is 2026 Q1, when United Advisor Group, LLC reported 24,141 shares, equal to 0.04% of portfolio, with an estimated market value of $352K.

What does the chart on this DBL ownership page compare?

The chart compares United Advisor Group, LLC's quarterly DBL 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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