WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Position in DSL — DoubleLine Income Solutions Fund
CIK 1812177
HIGHLAND PARK, IL
Position in DSL
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$388,071
-$248,954 QoQ
Shares Held
35,833
-36.6% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DSL Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $5,584,039 across 19 Asset Management names. DSL ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTG |
Reaves Utility Income Fund
|
19,260 | $756,532 | |
| 2 | DLY |
DoubleLine Yield Opportunities Fund
|
40,142 | $558,776 | |
| 3 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
55,269 | $416,728 | |
| 4 | DSL |
DoubleLine Income Solutions Fund
This page
|
35,833 | $388,071 | |
| 5 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
14,260 | $369,048 | |
| 6 | BST |
BlackRock Science & Technology Trust
|
9,356 | $340,090 | |
| 7 | BGB |
Blackstone Strategic Credit 2027 Term Fund
|
27,575 | $307,461 | |
| 8 | PFN |
PIMCO Income Strategy Fund II
|
41,300 | $284,557 |
All Filings in DSL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $388,071 | 35,833 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $637,025 | 56,524 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $582,624 | 47,445 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $481,423 | 39,332 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $493,971 | 39,173 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $494,704 | 39,356 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $508,828 | 39,201 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $488,956 | 39,054 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $322,643 | 25,405 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $310,957 | 25,405 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $194,786 | 16,620 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $197,944 | 16,620 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $188,969 | 16,620 | Shares | Sole | 2023-05-12 | |
| 2021-09-30 | $108,336 | 6,100 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $110,349 | 6,100 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $110,776 | 6,100 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $101,138 | 6,100 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $97,722 | 6,100 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||