LeConte Wealth Management, LLC

SEC CIK: 0002060443
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

DLY holding history

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

DLY overview All 13F holders of DLY Full 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 LeConte Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−520,722−100.0%	Sold out	Holders
Q2 2025	520,722	$8.12M	5.5%	−452,216−46.5%	Reduced	Holders
Q1 2025	972,938	$15.7M	10.0%	–	No prior filing	Holders