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ARS Wealth Advisors Group, LLC

SEC CIK
0001886707
Latest filing
Jul 16, 2026

DBL holding history

DoubleLine Opportunistic Credit Fund in every 13F filed by ARS Wealth Advisors Group, 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)
12,350
Value
$177.6K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of DBL by ARS Wealth Advisors Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,350$177.6K<0.1%00.0%UnchangedHolders
Q1 202612,350$180.3K<0.1%−1,650−11.8%ReducedHolders
Q4 202514,000$213.5K<0.1%−767−5.2%ReducedHolders
Q3 202514,767$230.1K<0.1%−1,533−9.4%ReducedHolders
Q2 202516,300$250.7K<0.1%−100−0.6%ReducedHolders
Q1 202516,400$256.3K<0.1%−2,200−11.8%ReducedHolders
Q4 202418,600$288.3K<0.1%−700−3.6%ReducedHolders
Q3 202419,300$305.3K<0.1%00.0%UnchangedHolders
Q2 202419,300$296.4K<0.1%00.0%UnchangedHolders
Q1 202419,300$297.6K<0.1%+4,300+28.7%AddedHolders
Q4 202315,000$230.3K<0.1%+15,000NewHolders