Navis Wealth Advisors, LLC
Position in CAPE — DoubleLine Shiller CAPE U.S. Equities ETF
CIK 1849055
RYE BROOK, NY
Position in CAPE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$267,645
+$13,077 QoQ
Shares Held
8,251
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#12
of 23 holders
Holding Since
Mar 2026
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,645 | 8,251 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $254,568 | 8,251 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||