Blueprint Financial Advisors LLC
Position in DLY — DoubleLine Yield Opportunities Fund
CIK 2054129
GREENSBOTO, NC
Position in DLY
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$250,560
-$11,160 QoQ
Shares Held
18,000
0.0% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DLY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Blueprint Financial Advisors LLC holds $4,910,050 across 4 Asset Management names.
All Filings in DLY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $250,560 | 18,000 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $261,720 | 18,000 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $271,440 | 18,000 | Shares | Defined | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||