Doubleline shares owned by Avaii Wealth Management
Quarter-by-quarter ownership of Doubleline (CAPE) shares owned by Avaii Wealth Management
from 13F filings
Historical chart of Avaii Wealth Management investment in Doubleline
Tip: Access up to 7 years of quarterly data
All positions including Doubleline held by Avaii Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Doubleline by Avaii Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $786k | 24k | 32.58 |
| 2025-06-30 | $798k | 25k | 31.81 |
| 2025-03-31 | $734k | 24k | 30.39 |
| 2024-12-31 | $725k | 24k | 29.97 |
| 2024-09-30 | $712k | 24k | 29.59 |
| 2024-06-30 | $648k | 23k | 27.72 |
| 2024-03-31 | $612k | 22k | 28.00 |
| 2023-12-31 | $543k | 21k | 26.53 |
| 2023-09-30 | $332k | 14k | 23.67 |
| 2023-06-30 | $256k | 11k | 24.49 |
| 2023-03-31 | $232k | 10k | 22.67 |