SkyOak Wealth, LLC
Position in DBL — DoubleLine Opportunistic Credit Fund
CIK 1800379
SOUTHFIELD, MI
Position in DBL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$149,336
-$17,644 QoQ
Shares Held
10,385
-9.2% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#61
of 78 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DBL Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SkyOak Wealth, LLC holds $149,336 across 1 Asset Management name. DBL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DBL |
DoubleLine Opportunistic Credit Fund
This page
|
10,385 | $149,336 |
All Filings in DBL
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $149,336 | 10,385 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $166,980 | 11,437 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $171,532 | 11,248 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $172,486 | 11,071 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $167,595 | 10,897 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $167,694 | 10,729 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $163,773 | 10,566 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $164,575 | 10,403 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $157,393 | 10,247 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $155,556 | 10,088 | Shares | Sole | 2024-04-29 | |
| 2023-06-30 | $150,076 | 10,343 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $199,030 | 14,036 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $206,281 | 13,891 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $198,658 | 13,748 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $239,932 | 15,400 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $255,975 | 15,273 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $233,816 | 12,197 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $239,361 | 12,138 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $242,505 | 12,089 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $237,689 | 12,041 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $235,682 | 11,994 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $226,699 | 11,894 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $342,995 | 18,100 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $330,012 | 19,299 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||