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Equibles

Ashton Thomas Private Wealth, LLC

Position in DBL — DoubleLine Opportunistic Credit Fund

CIK 2019663 SCOTTSDALE, AZ
Back to DBL Full portfolio

Position in DBL

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$293,941
-$4,497 QoQ
Shares Held
20,441
0.0% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in DBL Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Ashton Thomas Private Wealth, LLC holds $58,447,712 across 36 Asset Management names. DBL ranks #24 (0.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 475,453 $21,339,373
2 STT
State Street Corp
 199,247 $10,822,211
3 BLK
BlackRock, Inc.
 9,789 $9,412,710
4 BX
Blackstone Inc.
 40,721 $4,791,640
5 ARCC
Ares Capital Corp
 84,572 $1,567,119
6 KKR
KKR & Co. Inc.
 11,034 $1,012,700
7 ARES
Ares Management Corp
 8,309 $924,874
8 PHYS
Sprott Physical Gold Trust
 22,357 $674,510

All Filings in DBL

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $293,941 20,441
2026-03-31 $298,438 20,441
2025-12-31 $284,214 18,637
2025-09-30 $277,620 17,819
2025-06-30 $274,056 17,819
2025-03-31 $278,510 17,819
2024-12-31 $271,250 17,500
2024-09-30 $246,064 15,554
2024-06-30 $201,323 13,107
2024-03-31 $229,295 14,870
2023-12-31 $177,768 11,581