HARBOUR INVESTMENTS, INC.
Position in CAPE — DoubleLine Shiller CAPE U.S. Equities ETF
CIK 810121
MADISON, WI
Position in CAPE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,975
+$634 QoQ
Shares Held
400
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 23 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAPE Over Time
Shares Held
Position Value (USD)
All Filings in CAPE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,975 | 400 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $12,341 | 400 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,894 | 400 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $13,032 | 400 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,724 | 400 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $12,156 | 400 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $11,986 | 400 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,836 | 400 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $11,088 | 400 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $11,200 | 400 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $10,612 | 400 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $9,468 | 400 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $9,796 | 400 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $9,068 | 400 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,404 | 400 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $8,000 | 400 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $8,316 | 400 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||