United Advisor Group, LLC
Position in CAPE — DoubleLine Shiller CAPE U.S. Equities ETF
CIK 2004873
CINCINNATI, OH
Position in CAPE
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$260,121
+$22,188 QoQ
Shares Held
8,431
+14.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $260,121 | 8,431 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $237,933 | 7,381 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $201,898 | 6,197 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||