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
Tip: Access up to 7 years of quarterly data
All positions including Doubleline held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Doubleline by Kingswood Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $347k | 12k | 28.00 |
2023-12-31 | $247k | 9.3k | 26.53 |