SEC 13F Intelligence

Leconte Wealth Management, LLC / DLY

Leconte Wealth Management, LLC’s Doubleline Yield Opportuniti Position

Does Leconte Wealth Management, LLC own Doubleline Yield Opportuniti (DLY)? Not currently — the last reported position was 520.7K shares worth $8M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$8M
Q2 2025
Shares
520.7K
% of Portfolio
+5.49%
Quarters Held
2
position exited

Position History DLY

Reported value by quarter
Q1 ’25: $16MQ1 ’25Q2 ’25: $8MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025520.7K$8M+5.49%
Q1 2025972.9K$16M+9.98%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Leconte Wealth Management, LLC’s full portfolio or all institutional holders of DLY.