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Precedent Wealth Partners, LLC

SEC CIK
0002008666
Latest filing
Jul 21, 2026

DLY holding history

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

DLY overviewAll 13F holders of DLYFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q1 2025
Holdings of DLY by Precedent Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−11,828−100.0%Sold outHolders
Q2 202511,828$184.4K<0.1%−651−5.2%ReducedHolders
Q1 202512,479$200.9K0.1%+12,479NewHolders