WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Position in CAPE — DoubleLine Shiller CAPE U.S. Equities ETF
CIK 1812177
HIGHLAND PARK, IL
Position in CAPE
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$25,033,260
-$2,101,747 QoQ
Shares Held
811,372
-3.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
12.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAPE Over Time
Shares Held
Position Value (USD)
All Filings in CAPE
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,033,260 | 811,372 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $27,135,007 | 841,761 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $27,257,112 | 836,621 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $27,768,921 | 872,962 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $26,377,091 | 867,953 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $25,957,745 | 866,211 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $25,259,178 | 853,639 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $23,655,188 | 853,331 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $23,830,884 | 851,103 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $22,438,596 | 845,782 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $19,700,896 | 832,315 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $20,257,515 | 827,175 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $18,742,354 | 826,747 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||