Creative Financial Designs »

Doubleline shares owned by Creative Financial Designs

Quarter-by-quarter ownership of Doubleline (CAPE) shares owned by Creative Financial Designs from 13F filings

Historical chart of Creative Financial Designs investment in Doubleline

Tip: Access up to 7 years of quarterly data

All positions including Doubleline held by Creative Financial Designs consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Doubleline by Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2025-09-30 $530k 16k 32.58
2025-06-30 $469k 15k 31.81
2025-03-31 $38k 1.3k 30.39
2024-12-31 $38k 1.3k 29.97
2024-09-30 $15k 500 29.59
2024-06-30 $14k 500 27.72

More positions owned by Creative Financial Designs

Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Value Etf Etf (VTV)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Bny Mellon International Equity Etf Etf (BKIE)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Apple Stock (AAPL)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Growth Etf Etf (VUG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Vanguard Short-term Treasury Etf Etf (VGSH)
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)
Inspire Corporate Bond Etf Etf (IBD)
Fidelity Total Bond Etf Etf (FBND)
Eli Lilly & Co Stock (LLY)

View all positions for Creative Financial Designs

Top funds holding Doubleline

Waddell & Associates
Straightline Group
Walled Lake Planning & Wealth Management
Evensky & Katz
Foundations Investment Advisors
UBS Group
Santori & Peters
Armor Investment Advisors
Clear Point Advisors
HF Advisory Group
Main Street Financial Solutions
Cambridge Investment Research Advisors
Csenge Advisory Group
Bank Of Montreal
Capital Investment Advisors

View all funds holding Doubleline