Doubleline shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Doubleline (CAPE) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Doubleline
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All positions including Doubleline held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Doubleline by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $653k | 20k | 32.58 |
| 2025-06-30 | $590k | 19k | 31.81 |
| 2025-03-31 | $568k | 19k | 30.38 |
| 2024-12-31 | $875k | 29k | 29.97 |
| 2024-09-30 | $387k | 13k | 29.56 |
| 2024-06-30 | $445k | 16k | 27.72 |
| 2024-03-31 | $347k | 12k | 28.00 |
| 2023-12-31 | $247k | 9.3k | 26.53 |