Foundations Investment Advisors, LLC
EndowmentPosition in CAPE — DoubleLine Shiller Cape U.S. Equities ETF
CIK 1743404
PHOENIX, AZ
All Filings in CAPE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,821,908 | 888,523 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $22,596,212 | 732,383 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $18,437,379 | 571,950 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $16,762,377 | 514,499 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $11,226,512 | 352,924 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,682,787 | 285,712 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $8,369,783 | 279,300 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $4,151,743 | 140,309 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,429,128 | 51,554 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||