HF Advisory Group, LLC
Position in CAPE — DoubleLine Shiller CAPE U.S. Equities ETF
CIK 1963169
Annapolis, MD
Position in CAPE
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$4,248,118
+$142,767 QoQ
Shares Held
137,689
+8.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.97%
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 | $4,248,118 | 137,689 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,105,351 | 127,353 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,893,798 | 119,515 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $3,820,031 | 120,089 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $3,461,816 | 113,913 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $3,257,352 | 108,698 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,121,182 | 105,481 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,881,071 | 103,931 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,711,184 | 96,828 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $2,550,408 | 96,133 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,280,864 | 96,361 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,372,713 | 96,885 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,918,286 | 128,729 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,422,410 | 115,298 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||