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Livermore
Livermore
ZHEN

Melfa Wealth Management, LLC

SEC CIK
0001962465
Latest filing
Jul 24, 2026

DBL holding history

DoubleLine Opportunistic Credit Fund in every 13F filed by Melfa Wealth Management, 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)
12,570
Value
$180.8K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of DBL by Melfa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,570$180.8K0.1%−3,039−19.5%ReducedHolders
Q1 202615,609$227.9K0.1%00.0%UnchangedHolders
Q4 202515,609$238.0K0.1%00.0%UnchangedHolders
Q3 202515,609$243.2K0.1%00.0%UnchangedHolders
Q2 202515,609$240.1K0.2%00.0%UnchangedHolders
Q1 202515,609$244.0K0.2%00.0%UnchangedHolders
Q4 202415,609$241.9K0.2%00.0%UnchangedHolders
Q3 202415,609$246.9K0.2%00.0%UnchangedHolders
Q2 202415,609$239.8K0.2%00.0%UnchangedHolders
Q1 202415,609$240.7K0.2%+126+0.8%AddedHolders
Q4 202315,483$237.7K0.2%+172+1.1%AddedHolders
Q3 202315,311$223.2K0.2%+167+1.1%AddedHolders
Q2 202315,144$219.7K0.2%+163+1.1%AddedHolders
Q1 202314,981$212.4K0.2%+155+1.0%AddedHolders
Q4 202214,826$220.2K0.2%–No prior filingHolders