NewEdge Advisors, LLC
Position in CAPE — DoubleLine Shiller CAPE U.S. Equities ETF
CIK 1633516
NEW ORLEANS, LA
Position in CAPE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$16,219
+$101 QoQ
Shares Held
500
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 23 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAPE Over Time
Shares Held
Position Value (USD)
All Filings in CAPE
Export CSV
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. | ||||||