Position in DSL
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$406,558
-$18,084 QoQ
Shares Held
37,540
-0.4% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in DSL Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Sequent Planning LLC holds $748,982 across 2 Asset Management names. DSL ranks #1 (54.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DSL |
DoubleLine Income Solutions Fund
This page
|
37,540 | $406,558 | |
| 2 | FSK |
FS KKR Capital Corp
|
33,637 | $342,424 |
All Filings in DSL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $406,558 | 37,540 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $424,642 | 37,679 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $488,879 | 39,811 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $601,669 | 49,156 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $473,858 | 37,578 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $496,024 | 39,461 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $621,677 | 47,895 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $672,073 | 53,680 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $625,208 | 49,229 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||