WORLD EQUITY GROUP, INC. DBL DOUBLELINE OPPORTUNISTIC CR

Ownership history in WORLD EQUITY GROUP, INC.  ·  7 quarters on record

AI Ownership Summary

WORLD EQUITY GROUP, INC. reported DOUBLELINE OPPORTUNISTIC CR (DBL) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.05% in 2026 Q2. The latest visible filing shows DBL at 0.05% 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 WORLD EQUITY GROUP, INC.'s position in DOUBLELINE OPPORTUNISTIC CR, 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 Q2

DBL was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q2

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 2026 Q2

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 WORLD EQUITY GROUP, INC. held DBL — position size vs. price
% of Fund (quarterly)    DBL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 16,600 +5,500 +49.5% 0.05% $239K 2026-07-09 $14.30
2026 Q1 UNCHANGED 11,100 0% 0.04% $162K 2026-05-06 $14.26
2025 Q4 UNCHANGED 11,100 0% 0.05% $169K 2026-01-12 $14.60
2025 Q3 ADDED 11,100 +750 +7.2% 0.04% $173K 2025-10-24 $14.68
2025 Q2 REDUCED 12.7% +2.6% 10,350 -1,500 -12.7% 0.04% $159K 2025-07-15 $13.98
2025 Q1 ADDED 11,850 +600 +5.3% 0.05% $185K 2025-04-22 $13.81
2024 Q4 INITIATED 11,250 0.04% $174K 2025-02-04 $13.97

FAQ About WORLD EQUITY GROUP, INC. and DBL

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

How long has WORLD EQUITY GROUP, INC. reported owning DBL?

WORLD EQUITY GROUP, INC. reported DBL across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported DBL position in WORLD EQUITY GROUP, INC.'s portfolio?

The largest reported portfolio weight for DBL was 0.05% in 2026 Q2.

What is the latest reported DBL position on this page?

The most recent filing on this page is 2026 Q2, when WORLD EQUITY GROUP, INC. reported 16,600 shares, equal to 0.05% of portfolio, with an estimated market value of $239K.

What does the chart on this DBL ownership page compare?

The chart compares WORLD EQUITY GROUP, INC.'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.

How well did WORLD EQUITY GROUP, INC. time their DBL position?

Based on 13F filing dates vs. subsequent DBL price moves, WORLD EQUITY GROUP, INC. correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on DBL relative to SPY over the holding period was -14.1%.

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