SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Position in DSL — DoubleLine Income Solutions Fund
CIK 1794153
MINNEAPOLIS, MN
Position in DSL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,554,073
+$165,678 QoQ
Shares Held
140,513
+9.6% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#32
of 168 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DSL Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $41,823,604 across 14 Asset Management names. DSL ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
845,580 | $25,511,148 | |
| 2 | NIE |
Virtus Equity & Convertible Income Fund
|
226,836 | $6,092,814 | |
| 3 | IGR |
Cbre Global Real Estate Income Fund
|
366,558 | $1,689,832 | |
| 4 | DSL |
DoubleLine Income Solutions Fund
This page
|
140,513 | $1,554,073 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
81,940 | $1,546,207 | |
| 6 | FAX |
Abrdn Asia-Pacific Income Fund, Inc.
|
81,838 | $1,203,836 | |
| 7 | FRA |
Blackrock Floating Rate Income Strategies Fund, Inc.
|
101,501 | $1,115,495 | |
| 8 | DLY |
DoubleLine Yield Opportunities Fund
|
77,737 | $1,093,759 |
All Filings in DSL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,554,073 | 140,513 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,388,395 | 128,199 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,355,183 | 120,247 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,368,851 | 111,470 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,326,155 | 108,346 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,288,451 | 102,177 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,131,413 | 90,009 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,024,667 | 78,942 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $946,386 | 75,590 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $772,541 | 60,830 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $630,874 | 51,542 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $504,604 | 43,055 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $456,236 | 38,307 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $399,496 | 35,136 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $376,039 | 33,908 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $597,034 | 55,281 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $615,136 | 50,712 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $634,262 | 43,682 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $617,121 | 38,283 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $541,431 | 30,486 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $523,343 | 28,930 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $472,777 | 26,034 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $421,546 | 25,425 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $396,094 | 24,725 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $367,757 | 23,927 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $206,103 | 15,450 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||