WealthPLAN Partners, LLC

Position in DSL — DoubleLine Income Solutions Fund

CIK 1639943 OMAHA, NE

Position in DSL

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$131,855

-$20,008 QoQ

Shares Held

12,175

-9.6% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WealthPLAN Partners, LLC holds $2,027,951 across 4 Asset Management names.

#	Ticker	Company	Shares	Value (USD)
1	MAIN	Main Street Capital CORP	20,327	$1,054,564
2	BX	Blackstone Inc.	4,355	$512,452
3	MMD	NYLI MacKay DefinedTerm Muni Opportunities Fund	24,590	$381,145
4	FSCO	FS Credit Opportunities Corp.	15,990	$79,790

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$131,855	12,175	-9.6%	Shares	Sole	2026-04-29
2025-12-31	$151,863	13,475	-0.7%	Shares	Sole	2026-02-12
2025-09-30	$166,701	13,575	0.0%	Shares	Sole	2025-10-27
2025-06-30	$166,158	13,575	0.0%	Shares	Sole	2025-07-28
2025-03-31	$171,180	13,575	0.0%	Shares	Sole	2025-05-12
2024-12-31	$170,637	13,575	-4.2%	Shares	Sole	2025-01-30
2024-09-30	$183,978	14,174	+21.2%	Shares	Sole	2024-11-05
2024-06-30	$146,471	11,699	-1.7%	Shares	Sole	2024-08-09
2024-03-31	$151,117	11,899	+9.2%	Shares	Sole	2024-05-07
2023-12-31	$133,403	10,899	0.0%	Shares	Sole	2024-01-05
2023-09-30	$127,736	10,899	0.0%	Shares	Sole	2023-11-02
2023-06-30	$129,807	10,899	0.0%	Shares	Sole	2023-07-31
2023-03-31	$123,921	10,899	0.0%	Shares	Other	2023-05-10
2022-12-31	$120,869	10,899	—	Shares	Sole	2023-02-16
No filing history on record for this holder in this stock.