Socha Financial Group, LLC
Position in CAPE — DoubleLine Shiller CAPE U.S. Equities ETF
CIK 1967966
CORNING, NY
Position in CAPE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,532,403
-$65,844 QoQ
Shares Held
47,241
-8.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#7
of 33 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 | $1,532,403 | 47,241 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,598,247 | 51,802 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,922,168 | 59,628 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,726,620 | 83,690 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,083,502 | 96,935 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,444,615 | 113,347 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $6,842,215 | 228,325 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $54,795,975 | 1,851,841 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $51,555,987 | 1,859,817 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $53,488,904 | 1,910,318 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $50,815,747 | 1,915,407 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $45,960,204 | 1,941,707 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $46,550,567 | 1,900,799 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $39,614,034 | 1,747,421 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $36,070,325 | 1,716,817 | Shares | Sole | 2023-03-20 | |
| 2022-09-30 | $32,298,520 | 1,614,926 | Shares | Sole | 2023-03-20 | |
| 2022-06-30 | $29,621,300 | 1,424,786 | Shares | Sole | 2023-03-20 | |
| No filing history on record for this holder in this stock. | ||||||