Santori & Peters, Inc.
Position in CAPE — DoubleLine Shiller CAPE U.S. Equities ETF
CIK 1730959
CANONSBURG, PA
Position in CAPE
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$7,843,017
-$306,791 QoQ
Shares Held
254,206
+0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,843,017 | 254,206 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $8,149,808 | 252,817 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $8,215,828 | 252,174 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $8,136,998 | 255,800 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $7,831,199 | 257,690 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $8,032,444 | 268,043 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $7,835,491 | 264,802 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $7,745,968 | 279,426 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $8,002,596 | 285,807 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $7,625,570 | 287,432 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $6,916,089 | 292,188 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $6,918,522 | 282,504 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $6,306,612 | 278,192 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $4,420,945 | 210,421 | Shares | Sole | 2023-01-26 | |
| No filing history on record for this holder in this stock. | ||||||