Clear Point Advisors Inc.
Position in CAPE — DoubleLine Shiller Cape U.S. Equities ETF
CIK 2010474
MELVILLE, NY
All Filings in CAPE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,997,691 | 123,241 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $4,724,185 | 146,550 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,131,024 | 157,490 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $5,442,945 | 171,108 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $5,078,412 | 167,108 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $6,233,585 | 208,015 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $6,426,356 | 217,180 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,074,280 | 219,122 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,415,800 | 264,850 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $7,101,152 | 267,665 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||