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Livermore
Livermore
ZHEN

SkyOak Wealth, LLC

SEC CIK
0001800379
Latest filing
Jul 30, 2026

DBL holding history

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

DBL overviewAll 13F holders of DBLFull Q2 2026 holdings

Shares (Q2 2026)
10,385
Value
$149.3K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of DBL by SkyOak Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,385$149.3K<0.1%−1,052−9.2%ReducedHolders
Q1 202611,437$167.0K<0.1%+189+1.7%AddedHolders
Q4 202511,248$171.5K<0.1%+177+1.6%AddedHolders
Q3 202511,071$172.5K<0.1%+174+1.6%AddedHolders
Q2 202510,897$167.6K<0.1%+168+1.6%AddedHolders
Q1 202510,729$167.7K<0.1%+163+1.5%AddedHolders
Q4 202410,566$163.8K<0.1%+163+1.6%AddedHolders
Q3 202410,403$164.6K<0.1%+156+1.5%AddedHolders
Q2 202410,247$157.4K<0.1%+159+1.6%AddedHolders
Q1 202410,088$155.6K<0.1%+10,088NewHolders
Q3 20230$00.0%−10,343−100.0%Sold outHolders
Q2 202310,343$150.1K<0.1%−3,693−26.3%ReducedHolders
Q1 202314,036$199.0K0.1%+145+1.0%AddedHolders
Q4 202213,891$206.3K0.1%+143+1.0%AddedHolders
Q3 202213,748$199.0K0.1%−1,652−10.7%ReducedHolders
Q2 202215,400$240.0K0.1%+127+0.8%AddedHolders
Q1 202215,273$256.0K0.1%+3,076+25.2%AddedHolders
Q4 202112,197$234.0K0.1%+59+0.5%AddedHolders
Q3 202112,138$239.0K0.1%+49+0.4%AddedHolders
Q2 202112,089$243.0K0.1%+48+0.4%AddedHolders
Q1 202112,041$237.0K0.1%––Holders

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