NewEdge Advisors, LLC
Position in CAPE — DoubleLine Shiller Cape U.S. Equities ETF
CIK 1633516
NEW ORLEANS, LA
All Filings in CAPE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,219 | 500 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $16,118 | 500 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $16,290 | 500 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $15,905 | 500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,195 | 500 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,983 | 500 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $14,795 | 500 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||