Measured Wealth Private Client Group, LLC

SEC CIK: 0001720235
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

DBL holding history

DoubleLine Opportunistic Credit Fund in every 13F filed by Measured Wealth Private Client Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DBL overview All 13F holders of DBL Full Q2 2026 holdings

Shares (Q3 2021): 0; Sold out in Q3 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2021

Holdings of DBL by Measured Wealth Private Client Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2021	0	$0	0.0%	−54,142−100.0%	Sold out	Holders
Q2 2021	54,142	$1.09M	0.3%	+8,468+18.5%	Added	Holders
Q1 2021	45,674	$902.0K	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.