ARS Wealth Advisors Group, LLC
Position in DBL — DoubleLine Opportunistic Credit Fund
CIK 1886707
St. Petersburg, FL
Position in DBL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$177,593
-$2,717 QoQ
Shares Held
12,350
0.0% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#58
of 78 holders
Holding Since
Dec 2023
11 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, 2026ARS Wealth Advisors Group, LLC holds $3,074,295 across 4 Asset Management names. DBL ranks #4 (5.8% of the industry book) .
All Filings in DBL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $177,593 | 12,350 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $180,310 | 12,350 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $213,500 | 14,000 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $230,069 | 14,767 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $250,694 | 16,300 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $256,332 | 16,400 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $288,300 | 18,600 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $305,326 | 19,300 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $296,448 | 19,300 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $297,606 | 19,300 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $230,250 | 15,000 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||