Corient Private Wealth LLC
Position in CAPE — DoubleLine Shiller CAPE U.S. Equities ETF
CIK 1948780
MIAMI, FL
Position in CAPE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$288,763
+$14,110 QoQ
Shares Held
8,902
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 23 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,763 | 8,902 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $274,653 | 8,902 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $286,964 | 8,902 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $290,027 | 8,902 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||