Legacy Wealth Managment, LLC/ID
Position in CAPE — DoubleLine Shiller CAPE U.S. Equities ETF
CIK 2045082
BOISE, ID
Position in CAPE
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$99,192
-$4,446 QoQ
Shares Held
3,215
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $99,192 | 3,215 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $103,638 | 3,215 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $103,897 | 3,189 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $101,092 | 3,178 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $129,795 | 4,271 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||